VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,196,116 | -3.8% | 4,392 | 0.0% | 0.09% | +79.6% |
Q2 2023 | $1,242,860 | +13.4% | 4,392 | 0.0% | 0.05% | -50.5% |
Q1 2023 | $1,095,595 | +17.1% | 4,392 | 0.0% | 0.10% | -2.0% |
Q4 2022 | $935,992 | +5.8% | 4,392 | +6.2% | 0.10% | +140.5% |
Q3 2022 | $885,000 | -4.0% | 4,135 | 0.0% | 0.04% | -2.3% |
Q2 2022 | $922,000 | -22.5% | 4,135 | 0.0% | 0.04% | -8.5% |
Q1 2022 | $1,189,000 | -10.4% | 4,135 | +0.0% | 0.05% | +9.3% |
Q4 2021 | $1,327,000 | +6.8% | 4,134 | -3.5% | 0.04% | -80.3% |
Q3 2021 | $1,243,000 | +4.8% | 4,283 | +3.6% | 0.22% | +1.9% |
Q2 2021 | $1,186,000 | +11.6% | 4,134 | 0.0% | 0.21% | 0.0% |
Q1 2021 | $1,063,000 | +2.0% | 4,134 | +0.5% | 0.21% | -10.8% |
Q4 2020 | $1,042,000 | +11.2% | 4,115 | 0.0% | 0.24% | -3.2% |
Q3 2020 | $937,000 | +12.6% | 4,115 | 0.0% | 0.25% | +3.3% |
Q2 2020 | $832,000 | +29.0% | 4,115 | 0.0% | 0.24% | +10.6% |
Q1 2020 | $645,000 | -14.0% | 4,115 | 0.0% | 0.22% | +4.8% |
Q4 2019 | $750,000 | +9.6% | 4,115 | 0.0% | 0.21% | -0.5% |
Q3 2019 | $684,000 | -49.8% | 4,115 | -50.6% | 0.21% | -1.9% |
Q2 2019 | $1,362,000 | +111.5% | 8,332 | +102.5% | 0.21% | +2.4% |
Q1 2019 | $644,000 | +11.6% | 4,115 | -4.2% | 0.21% | +4.5% |
Q4 2018 | $577,000 | -61.5% | 4,295 | -53.8% | 0.20% | -21.4% |
Q3 2018 | $1,498,000 | +110.1% | 9,298 | +95.4% | 0.25% | -3.8% |
Q2 2018 | $713,000 | +22.3% | 4,759 | +15.8% | 0.26% | +15.4% |
Q1 2018 | $583,000 | +3.7% | 4,108 | +2.8% | 0.23% | +2.7% |
Q4 2017 | $562,000 | +5.8% | 3,998 | 0.0% | 0.22% | -1.3% |
Q3 2017 | $531,000 | +4.5% | 3,998 | 0.0% | 0.22% | -3.0% |
Q2 2017 | $508,000 | +7.2% | 3,998 | +2.6% | 0.23% | +4.1% |
Q1 2017 | $474,000 | +8.2% | 3,898 | 0.0% | 0.22% | +0.5% |
Q4 2016 | $438,000 | 0.0% | 3,898 | 0.0% | 0.22% | -7.9% |
Q3 2016 | $438,000 | +4.8% | 3,898 | 0.0% | 0.24% | -0.8% |
Q2 2016 | $418,000 | – | 3,898 | – | 0.24% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Merit Financial Group, LLC | 1,115,282 | $323,621,000 | 33.87% |
Jentner Corp | 152,879 | $44,361,000 | 30.28% |
Peninsula Wealth, LLC | 254,681 | $73,901,000 | 23.46% |
Mosaic Family Wealth, LLC | 265,135 | $76,934,000 | 21.31% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 153,754 | $44,614,000 | 20.36% |
TL Private Wealth | 116,678 | $36,099,000 | 19.73% |
Benchmark Wealth Management, LLC | 92,271 | $26,774,000 | 18.82% |
Corrigan Financial, Inc. | 209,121 | $60,680,576 | 18.55% |
Avory & Company, LLC | 101,636 | $29,492,000 | 18.22% |
Dougherty Wealth Advisers LLC | 40,132 | $11,645,000 | 17.33% |