VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $34,202,324 | -5.4% | 125,601 | -1.7% | 11.69% | -0.8% |
Q2 2023 | $36,137,866 | +12.2% | 127,714 | -1.0% | 11.78% | +8.3% |
Q1 2023 | $32,194,645 | +20.5% | 129,068 | +2.9% | 10.88% | +32.0% |
Q4 2022 | $26,718,174 | -8.3% | 125,373 | -7.9% | 8.25% | -17.8% |
Q3 2022 | $29,131,000 | -0.9% | 136,159 | +3.2% | 10.03% | -18.0% |
Q2 2022 | $29,397,000 | -17.8% | 131,892 | +6.0% | 12.23% | -8.6% |
Q1 2022 | $35,783,000 | -0.9% | 124,418 | +0.2% | 13.39% | +4.0% |
Q4 2021 | $36,095,000 | +4.0% | 124,169 | -4.7% | 12.88% | -6.0% |
Q1 2021 | $34,711,000 | +2.5% | 130,290 | -2.7% | 13.70% | -2.6% |
Q4 2020 | $33,880,000 | +13.1% | 133,973 | +3.1% | 14.07% | +21.4% |
Q3 2020 | $29,964,000 | +12.2% | 129,916 | -1.7% | 11.59% | +44.2% |
Q2 2020 | $26,706,000 | +41.4% | 132,148 | +5.2% | 8.03% | +27.4% |
Q1 2020 | $18,890,000 | -23.8% | 125,595 | -2.7% | 6.30% | -10.1% |
Q4 2019 | $24,785,000 | +4.7% | 129,086 | -6.1% | 7.01% | +3.6% |
Q3 2019 | $23,679,000 | +2.7% | 137,406 | -2.6% | 6.77% | -0.3% |
Q2 2019 | $23,054,000 | +6.7% | 141,097 | +2.1% | 6.79% | +1.1% |
Q1 2019 | $21,614,000 | +30.3% | 138,176 | +11.9% | 6.72% | -27.9% |
Q4 2018 | $16,588,000 | -3.0% | 123,490 | -0.1% | 9.32% | -1.8% |
Q3 2018 | $17,103,000 | -9.2% | 123,571 | -1.8% | 9.50% | -14.1% |
Q2 2018 | $18,846,000 | +5.5% | 125,799 | -0.1% | 11.06% | +6.1% |
Q1 2018 | $17,859,000 | +2.0% | 125,877 | +1.2% | 10.42% | +3.2% |
Q4 2017 | $17,502,000 | – | 124,437 | – | 10.10% | – |
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% |