VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,553,110 | -4.7% | 5,703 | -1.0% | 0.55% | -0.9% |
Q2 2023 | $1,629,664 | +15.5% | 5,759 | +1.9% | 0.56% | +7.5% |
Q1 2023 | $1,410,386 | +115695.2% | 5,654 | -1.1% | 0.52% | +10.4% |
Q4 2022 | $1,218 | -99.9% | 5,716 | +3.7% | 0.47% | -8.0% |
Q3 2022 | $1,180,000 | -2.5% | 5,513 | +1.6% | 0.51% | +2.4% |
Q2 2022 | $1,210,000 | +64.6% | 5,428 | +112.3% | 0.50% | +95.3% |
Q1 2022 | $735,000 | -10.4% | 2,557 | +0.0% | 0.26% | -12.1% |
Q4 2021 | $820,000 | +10.7% | 2,556 | +0.1% | 0.29% | -2.0% |
Q3 2021 | $741,000 | +1.2% | 2,554 | +0.0% | 0.30% | -11.4% |
Q2 2021 | $732,000 | +1.2% | 2,553 | -9.2% | 0.33% | -4.6% |
Q1 2021 | $723,000 | +1.5% | 2,812 | +0.1% | 0.35% | -20.3% |
Q4 2020 | $712,000 | +8.5% | 2,810 | -2.5% | 0.44% | -5.0% |
Q3 2020 | $656,000 | +11.8% | 2,882 | -0.8% | 0.46% | +5.7% |
Q2 2020 | $587,000 | +29.0% | 2,905 | +0.1% | 0.44% | +12.3% |
Q1 2020 | $455,000 | -16.4% | 2,902 | -2.7% | 0.39% | +3.2% |
Q4 2019 | $544,000 | +9.9% | 2,984 | +0.1% | 0.38% | +33.2% |
Q3 2019 | $495,000 | +2.1% | 2,980 | +0.3% | 0.28% | +3.7% |
Q2 2019 | $485,000 | +0.2% | 2,971 | -4.1% | 0.27% | -2.8% |
Q1 2019 | $484,000 | +16.3% | 3,097 | +0.0% | 0.28% | +9.8% |
Q4 2018 | $416,000 | +13.4% | 3,096 | +2.6% | 0.26% | -1.2% |
Q1 2017 | $367,000 | – | 3,018 | – | 0.26% | – |
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% |