VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,438 | -0.0% | 1,129 | +3.9% | 0.14% | +3.8% |
| Q2 2023 | $307,578 | +13.4% | 1,087 | 0.0% | 0.13% | +4.8% |
| Q1 2023 | $271,141 | +18.7% | 1,087 | +1.4% | 0.13% | +10.5% |
| Q4 2022 | $228,454 | +2.0% | 1,072 | +2.4% | 0.11% | -7.3% |
| Q3 2022 | $224,000 | -63.5% | 1,047 | -45.2% | 0.12% | -53.9% |
| Q4 2021 | $614,000 | +12.2% | 1,912 | +1.5% | 0.27% | +2.3% |
| Q3 2021 | $547,000 | -14.7% | 1,884 | -15.7% | 0.26% | -15.3% |
| Q2 2021 | $641,000 | +11.7% | 2,234 | 0.0% | 0.31% | +1.7% |
| Q1 2021 | $574,000 | +1.4% | 2,234 | 0.0% | 0.30% | -3.8% |
| Q4 2020 | $566,000 | -47.2% | 2,234 | -52.6% | 0.32% | -53.9% |
| Q3 2020 | $1,072,000 | +12.6% | 4,709 | 0.0% | 0.68% | +4.1% |
| Q2 2020 | $952,000 | +29.5% | 4,709 | +0.4% | 0.66% | +0.5% |
| Q1 2020 | $735,000 | -12.3% | 4,690 | +2.0% | 0.65% | +7.9% |
| Q4 2019 | $838,000 | +10.3% | 4,600 | +0.6% | 0.61% | +0.2% |
| Q3 2019 | $760,000 | +1.7% | 4,572 | 0.0% | 0.60% | -1.5% |
| Q2 2019 | $747,000 | +4.6% | 4,572 | +0.2% | 0.61% | +2.3% |
| Q1 2019 | $714,000 | +18.4% | 4,562 | +1.7% | 0.60% | +4.2% |
| Q4 2018 | $603,000 | -43.0% | 4,487 | -31.7% | 0.58% | -34.3% |
| Q3 2018 | $1,057,000 | – | 6,565 | – | 0.88% | – |
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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% |