VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $228,000 | +11.8% | 795 | 0.0% | 0.07% | +2.8% |
Q1 2021 | $204,000 | -68.0% | 795 | -77.3% | 0.07% | -83.0% |
Q4 2019 | $638,000 | +9.6% | 3,500 | 0.0% | 0.42% | -2.1% |
Q3 2019 | $582,000 | +1.7% | 3,500 | 0.0% | 0.43% | +11.5% |
Q2 2019 | $572,000 | +4.6% | 3,500 | 0.0% | 0.38% | -4.0% |
Q1 2019 | $547,000 | +16.4% | 3,500 | 0.0% | 0.40% | -11.9% |
Q4 2018 | $470,000 | -16.7% | 3,500 | 0.0% | 0.45% | +13.2% |
Q3 2018 | $564,000 | +7.6% | 3,500 | 0.0% | 0.40% | -12.9% |
Q2 2018 | $524,000 | +5.4% | 3,500 | 0.0% | 0.46% | +14.5% |
Q1 2018 | $497,000 | +1.0% | 3,500 | 0.0% | 0.40% | -4.1% |
Q4 2017 | $492,000 | – | 3,500 | – | 0.42% | – |
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% |