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 | $380,122 | -3.8% | 1,396 | 0.0% | 0.07% | -10.1% |
| Q2 2023 | $394,989 | +13.4% | 1,396 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $348,198 | +17.0% | 1,396 | 0.0% | 0.08% | +8.2% |
| Q4 2022 | $297,484 | -0.5% | 1,396 | +0.1% | 0.07% | -11.0% |
| Q3 2022 | $299,000 | -3.9% | 1,395 | 0.0% | 0.08% | -2.4% |
| Q2 2022 | $311,000 | -22.4% | 1,395 | 0.0% | 0.08% | -17.6% |
| Q1 2022 | $401,000 | -10.5% | 1,395 | 0.0% | 0.10% | -15.0% |
| Q4 2021 | $448,000 | +10.6% | 1,395 | 0.0% | 0.12% | -25.0% |
| Q3 2021 | $405,000 | +1.2% | 1,395 | 0.0% | 0.16% | -3.0% |
| Q2 2021 | $400,000 | +9.3% | 1,395 | -1.9% | 0.16% | +1.2% |
| Q1 2021 | $366,000 | +1.7% | 1,422 | 0.0% | 0.16% | -9.4% |
| Q4 2020 | $360,000 | +11.1% | 1,422 | 0.0% | 0.18% | -3.2% |
| Q3 2020 | $324,000 | +12.9% | 1,422 | 0.0% | 0.19% | +5.1% |
| Q2 2020 | $287,000 | +29.3% | 1,422 | 0.0% | 0.18% | +6.0% |
| Q1 2020 | $222,000 | -14.3% | 1,422 | 0.0% | 0.17% | +6.4% |
| Q4 2019 | $259,000 | +9.7% | 1,422 | 0.0% | 0.16% | +8.3% |
| Q3 2019 | $236,000 | +1.7% | 1,422 | 0.0% | 0.14% | 0.0% |
| Q2 2019 | $232,000 | +4.5% | 1,422 | 0.0% | 0.14% | +1.4% |
| Q1 2019 | $222,000 | -21.3% | 1,422 | -19.0% | 0.14% | -23.9% |
| Q3 2018 | $282,000 | +32.4% | 1,755 | +23.4% | 0.19% | +27.9% |
| Q2 2018 | $213,000 | +40.1% | 1,422 | +18.8% | 0.15% | +34.9% |
| Q2 2017 | $152,000 | +4.8% | 1,197 | 0.0% | 0.11% | -9.2% |
| Q1 2017 | $145,000 | – | 1,197 | – | 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% |