VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 733 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,087 | -4.4% | 1,418 | -0.7% | 0.09% | +2.3% |
| Q2 2023 | $404,066 | +14.6% | 1,428 | +1.0% | 0.09% | +8.8% |
| Q1 2023 | $352,723 | +21.1% | 1,414 | +3.4% | 0.08% | +29.0% |
| Q4 2022 | $291,260 | +4.4% | 1,367 | +4.9% | 0.06% | -16.2% |
| Q3 2022 | $279,000 | -7.9% | 1,303 | -1.4% | 0.07% | -1.3% |
| Q2 2022 | $303,000 | -18.8% | 1,321 | +1.7% | 0.08% | -3.8% |
| Q1 2022 | $373,000 | -10.3% | 1,299 | +0.2% | 0.08% | -9.3% |
| Q4 2021 | $416,000 | +10.6% | 1,297 | +0.2% | 0.09% | -2.3% |
| Q3 2021 | $376,000 | +1.3% | 1,295 | +0.1% | 0.09% | +2.3% |
| Q2 2021 | $371,000 | +11.7% | 1,294 | +0.2% | 0.09% | +3.6% |
| Q1 2021 | $332,000 | -2.1% | 1,292 | -3.3% | 0.08% | -14.4% |
| Q4 2020 | $339,000 | +15.7% | 1,336 | +3.7% | 0.10% | -2.0% |
| Q3 2020 | $293,000 | +12.7% | 1,288 | 0.0% | 0.10% | -1.0% |
| Q2 2020 | $260,000 | +28.7% | 1,288 | 0.0% | 0.10% | -7.4% |
| Q1 2020 | $202,000 | -14.0% | 1,288 | 0.0% | 0.11% | +9.1% |
| Q4 2019 | $235,000 | +9.8% | 1,288 | 0.0% | 0.10% | +3.1% |
| Q3 2019 | $214,000 | +1.9% | 1,288 | 0.0% | 0.10% | 0.0% |
| Q2 2019 | $210,000 | -12.9% | 1,288 | -16.3% | 0.10% | -15.0% |
| Q1 2019 | $241,000 | +16.4% | 1,539 | 0.0% | 0.11% | +24.2% |
| Q4 2018 | $207,000 | 0.0% | 1,539 | +19.5% | 0.09% | -1.1% |
| Q3 2018 | $207,000 | -32.8% | 1,288 | -37.4% | 0.09% | -28.7% |
| Q2 2018 | $308,000 | +5.5% | 2,056 | 0.0% | 0.13% | -47.8% |
| Q1 2018 | $292,000 | -18.7% | 2,056 | -19.3% | 0.25% | -12.4% |
| Q4 2017 | $359,000 | -41.2% | 2,549 | -44.6% | 0.28% | -42.8% |
| Q3 2017 | $611,000 | – | 4,605 | – | 0.49% | – |
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% |