VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,461,760 | -4.1% | 5,368 | -0.4% | 0.75% | -1.2% |
Q2 2023 | $1,524,871 | +9.9% | 5,389 | -3.1% | 0.76% | +0.3% |
Q1 2023 | $1,386,886 | -17.8% | 5,560 | -29.8% | 0.76% | -26.4% |
Q4 2022 | $1,687,192 | +14.7% | 7,917 | +15.2% | 1.03% | +34.0% |
Q3 2022 | $1,471,000 | -4.9% | 6,874 | 0.0% | 0.77% | +1.6% |
Q2 2022 | $1,547,000 | -40.9% | 6,874 | -24.5% | 0.76% | -27.6% |
Q1 2022 | $2,618,000 | -12.6% | 9,102 | -2.5% | 1.05% | -7.9% |
Q4 2021 | $2,994,000 | +6.1% | 9,331 | -3.0% | 1.14% | -5.9% |
Q3 2021 | $2,822,000 | +2.9% | 9,623 | +0.6% | 1.21% | +2.5% |
Q2 2021 | $2,743,000 | +6.3% | 9,564 | -4.8% | 1.18% | 0.0% |
Q1 2021 | $2,581,000 | -3.6% | 10,041 | -5.0% | 1.18% | -13.5% |
Q4 2020 | $2,677,000 | +11.1% | 10,567 | -0.1% | 1.37% | -3.6% |
Q3 2020 | $2,409,000 | -10.9% | 10,582 | -20.9% | 1.42% | -16.5% |
Q2 2020 | $2,705,000 | +22.1% | 13,384 | -5.3% | 1.70% | -20.3% |
Q1 2020 | $2,216,000 | -29.4% | 14,140 | -18.0% | 2.13% | +5.1% |
Q4 2019 | $3,141,000 | +9.3% | 17,243 | -0.2% | 2.03% | -0.7% |
Q3 2019 | $2,873,000 | +1.4% | 17,278 | -0.4% | 2.04% | -10.4% |
Q2 2019 | $2,834,000 | +4.3% | 17,342 | -0.1% | 2.28% | +13.3% |
Q1 2019 | $2,716,000 | +15.0% | 17,364 | -1.2% | 2.01% | -4.8% |
Q4 2018 | $2,361,000 | -18.5% | 17,575 | -2.3% | 2.11% | -7.6% |
Q3 2018 | $2,897,000 | +7.3% | 17,992 | -0.2% | 2.29% | -2.1% |
Q2 2018 | $2,701,000 | +5.1% | 18,028 | -0.4% | 2.34% | -0.6% |
Q1 2018 | $2,569,000 | +2.5% | 18,105 | +1.6% | 2.35% | -2.0% |
Q4 2017 | $2,507,000 | – | 17,825 | – | 2.40% | – |
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% |