VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,929 | -10.3% | 2,016 | -6.8% | 0.06% | -8.8% |
| Q2 2023 | $611,644 | +17.8% | 2,162 | +3.9% | 0.07% | +9.7% |
| Q1 2023 | $519,183 | +31.6% | 2,081 | +12.4% | 0.06% | +26.5% |
| Q4 2022 | $394,624 | +11.2% | 1,852 | +11.6% | 0.05% | 0.0% |
| Q3 2022 | $355,000 | -4.6% | 1,660 | -0.5% | 0.05% | 0.0% |
| Q2 2022 | $372,000 | -33.8% | 1,669 | -14.7% | 0.05% | -26.9% |
| Q1 2022 | $562,000 | +60.1% | 1,956 | +78.6% | 0.07% | +59.5% |
| Q4 2021 | $351,000 | +24.0% | 1,095 | +12.3% | 0.04% | +16.7% |
| Q3 2021 | $283,000 | -2.1% | 975 | -3.4% | 0.04% | -5.3% |
| Q2 2021 | $289,000 | -8.0% | 1,009 | -17.5% | 0.04% | -17.4% |
| Q1 2021 | $314,000 | +92.6% | 1,223 | +90.5% | 0.05% | +76.9% |
| Q4 2020 | $163,000 | +15.6% | 642 | +3.9% | 0.03% | +4.0% |
| Q3 2020 | $141,000 | +12.8% | 618 | +0.2% | 0.02% | +8.7% |
| Q2 2020 | $125,000 | +123.2% | 617 | +72.3% | 0.02% | +91.7% |
| Q1 2020 | $56,000 | -29.1% | 358 | -17.5% | 0.01% | -14.3% |
| Q4 2019 | $79,000 | +49.1% | 434 | +36.1% | 0.01% | +40.0% |
| Q3 2019 | $53,000 | +12.8% | 319 | +11.5% | 0.01% | 0.0% |
| Q2 2019 | $47,000 | +42.4% | 286 | +36.2% | 0.01% | +25.0% |
| Q1 2019 | $33,000 | +17.9% | 210 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $28,000 | +460.0% | 210 | +600.0% | 0.01% | +700.0% |
| Q3 2018 | $5,000 | -95.5% | 30 | -95.9% | 0.00% | -96.9% |
| Q2 2018 | $110,000 | +266.7% | 731 | +238.4% | 0.03% | +255.6% |
| Q1 2018 | $30,000 | +130.8% | 216 | +72.8% | 0.01% | +50.0% |
| Q2 2016 | $13,000 | – | 125 | – | 0.01% | – |
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% |