VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,152 | -3.8% | 1,161 | 0.0% | 0.04% | +2.4% |
| Q2 2023 | $328,517 | +13.4% | 1,161 | 0.0% | 0.04% | +2.4% |
| Q1 2023 | $289,600 | +17.0% | 1,161 | 0.0% | 0.04% | +5.1% |
| Q4 2022 | $247,421 | -0.2% | 1,161 | 0.0% | 0.04% | -7.1% |
| Q3 2022 | $248,000 | -4.2% | 1,161 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $259,000 | -22.5% | 1,161 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $334,000 | -10.5% | 1,161 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $373,000 | +10.7% | 1,161 | 0.0% | 0.04% | +4.9% |
| Q3 2021 | $337,000 | +1.2% | 1,161 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $333,000 | +6.1% | 1,161 | -5.0% | 0.04% | -10.9% |
| Q1 2021 | $314,000 | -32.3% | 1,222 | -33.3% | 0.05% | -37.8% |
| Q4 2020 | $464,000 | -17.9% | 1,831 | -26.2% | 0.07% | -30.2% |
| Q3 2020 | $565,000 | +115.6% | 2,481 | +91.6% | 0.11% | +86.0% |
| Q2 2020 | $262,000 | +29.1% | 1,295 | 0.0% | 0.06% | -6.6% |
| Q1 2020 | $203,000 | -14.0% | 1,295 | 0.0% | 0.06% | -3.2% |
| Q4 2019 | $236,000 | +9.8% | 1,295 | 0.0% | 0.06% | -3.1% |
| Q3 2019 | $215,000 | -26.9% | 1,295 | -27.9% | 0.06% | -27.0% |
| Q2 2019 | $294,000 | -21.0% | 1,795 | -24.3% | 0.09% | -28.2% |
| Q1 2019 | $372,000 | – | 2,370 | – | 0.12% | – |
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% |