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 | $1,162,491 | -3.7% | 4,269 | +0.1% | 0.13% | +3.1% |
| Q2 2023 | $1,207,107 | +13.4% | 4,266 | 0.0% | 0.13% | +10.3% |
| Q1 2023 | $1,064,111 | +11.9% | 4,266 | 0.0% | 0.12% | +1.8% |
| Q2 2022 | $951,000 | -22.5% | 4,266 | 0.0% | 0.11% | -6.6% |
| Q1 2022 | $1,227,000 | -10.4% | 4,266 | 0.0% | 0.12% | -10.9% |
| Q4 2021 | $1,369,000 | +10.6% | 4,266 | 0.0% | 0.14% | +4.6% |
| Q3 2021 | $1,238,000 | +1.1% | 4,266 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $1,224,000 | +11.6% | 4,266 | 0.0% | 0.13% | -4.4% |
| Q1 2021 | $1,097,000 | +1.5% | 4,266 | 0.0% | 0.14% | -19.9% |
| Q4 2020 | $1,081,000 | +11.3% | 4,266 | 0.0% | 0.17% | -9.0% |
| Q3 2020 | $971,000 | +12.6% | 4,266 | 0.0% | 0.19% | -10.0% |
| Q2 2020 | $862,000 | +29.0% | 4,266 | 0.0% | 0.21% | -20.5% |
| Q1 2020 | $668,000 | -25.3% | 4,266 | -13.1% | 0.26% | -7.1% |
| Q4 2019 | $894,000 | +2.2% | 4,909 | -6.7% | 0.28% | -5.4% |
| Q3 2019 | $875,000 | +1.7% | 5,264 | 0.0% | 0.30% | -1.6% |
| Q2 2019 | $860,000 | +4.5% | 5,264 | 0.0% | 0.30% | -1.3% |
| Q1 2019 | $823,000 | +16.4% | 5,264 | 0.0% | 0.31% | -9.7% |
| Q4 2018 | $707,000 | -16.7% | 5,264 | -0.2% | 0.34% | -3.7% |
| Q3 2018 | $849,000 | +0.8% | 5,272 | -6.2% | 0.35% | 0.0% |
| Q2 2018 | $842,000 | -9.0% | 5,621 | -13.8% | 0.35% | -28.6% |
| Q1 2018 | $925,000 | -20.8% | 6,518 | -21.5% | 0.50% | -14.3% |
| Q4 2017 | $1,168,000 | – | 8,302 | – | 0.58% | – |
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% |