VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $56,834 | -7.2% | 208,711 | -3.6% | 6.92% | +25.5% |
Q2 2023 | $61,238 | +16.0% | 216,419 | +2.2% | 5.51% | -16.7% |
Q1 2023 | $52,803 | +20.2% | 211,687 | +2.7% | 6.62% | +8.2% |
Q4 2022 | $43,932 | -99.9% | 206,146 | +4.2% | 6.12% | -0.0% |
Q3 2022 | $42,326,000 | +1.7% | 197,832 | +6.0% | 6.12% | +4.9% |
Q2 2022 | $41,615,000 | -20.2% | 186,708 | +2.9% | 5.83% | -8.2% |
Q1 2022 | $52,167,000 | -9.6% | 181,388 | +0.9% | 6.35% | -3.8% |
Q4 2021 | $57,708,000 | +1.0% | 179,832 | -19.1% | 6.60% | -15.9% |
Q1 2021 | $57,158,000 | +4.9% | 222,370 | +3.4% | 7.84% | -1.3% |
Q4 2020 | $54,464,000 | +13.7% | 214,984 | +2.1% | 7.94% | +1.4% |
Q3 2020 | $47,908,000 | +8.4% | 210,483 | -3.8% | 7.84% | +1.7% |
Q2 2020 | $44,214,000 | +32.7% | 218,784 | +2.9% | 7.70% | +5.9% |
Q1 2020 | $33,331,000 | -26.2% | 212,718 | -14.2% | 7.27% | -19.9% |
Q4 2019 | $45,170,000 | +13.7% | 247,955 | +3.8% | 9.07% | +2.8% |
Q3 2019 | $39,725,000 | +7.2% | 238,905 | +5.3% | 8.83% | -0.7% |
Q2 2019 | $37,054,000 | +11.5% | 226,785 | +6.8% | 8.89% | +0.7% |
Q1 2019 | $33,222,000 | +23.0% | 212,391 | +5.6% | 8.83% | +6.0% |
Q4 2018 | $27,011,000 | – | 201,082 | – | 8.34% | – |
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% |