VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 708 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,042,676 | -4.6% | 29,535 | -0.9% | 3.46% | -1.6% |
| Q2 2023 | $8,429,095 | +15.7% | 29,789 | +2.0% | 3.52% | +12.3% |
| Q1 2023 | $7,288,138 | +16.3% | 29,218 | -0.6% | 3.13% | +8.4% |
| Q4 2022 | $6,267,139 | -8.7% | 29,408 | -8.3% | 2.89% | -15.9% |
| Q3 2022 | $6,861,000 | -14.7% | 32,070 | -11.1% | 3.44% | -8.7% |
| Q2 2022 | $8,040,000 | -13.2% | 36,073 | +12.0% | 3.77% | -2.0% |
| Q1 2022 | $9,265,000 | -3.4% | 32,214 | +7.7% | 3.84% | +1.7% |
| Q4 2021 | $9,595,000 | +11.7% | 29,899 | +1.0% | 3.78% | +5.1% |
| Q3 2021 | $8,591,000 | -3.8% | 29,608 | -4.9% | 3.59% | -6.6% |
| Q2 2021 | $8,930,000 | +4.8% | 31,136 | -6.0% | 3.85% | -3.0% |
| Q1 2021 | $8,517,000 | -2.7% | 33,134 | -4.1% | 3.96% | -12.5% |
| Q4 2020 | $8,756,000 | +9.9% | 34,565 | -1.2% | 4.53% | +8.7% |
| Q3 2020 | $7,966,000 | +6.1% | 34,999 | -5.8% | 4.17% | -6.0% |
| Q2 2020 | $7,510,000 | +28.9% | 37,160 | -0.0% | 4.44% | +11.3% |
| Q1 2020 | $5,824,000 | +16.2% | 37,167 | +35.1% | 3.99% | +31.2% |
| Q4 2019 | $5,013,000 | +2.6% | 27,517 | -6.4% | 3.04% | -1.7% |
| Q3 2019 | $4,886,000 | -1.7% | 29,383 | -3.4% | 3.09% | -6.0% |
| Q2 2019 | $4,968,000 | +3.0% | 30,406 | -1.4% | 3.29% | -0.8% |
| Q1 2019 | $4,825,000 | +7.4% | 30,843 | -7.7% | 3.32% | -4.5% |
| Q4 2018 | $4,491,000 | -19.7% | 33,429 | -3.8% | 3.48% | -15.3% |
| Q3 2018 | $5,595,000 | +8.6% | 34,746 | +1.0% | 4.10% | -3.0% |
| Q2 2018 | $5,153,000 | +0.7% | 34,396 | -6.9% | 4.23% | -9.8% |
| Q1 2018 | $5,119,000 | -8.6% | 36,955 | -7.2% | 4.69% | +3.6% |
| Q4 2017 | $5,602,000 | – | 39,832 | – | 4.53% | – |
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% |