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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,236,683 | -4.2% | 11,886 | -0.4% | 1.35% | -4.1% |
Q2 2023 | $3,378,245 | +114494.5% | 11,939 | +1.0% | 1.41% | +4.5% |
Q1 2023 | $2,948 | +16.0% | 11,819 | -0.9% | 1.34% | +9.2% |
Q4 2022 | $2,541 | -99.4% | 11,924 | +506.5% | 1.23% | +265.6% |
Q3 2022 | $421,000 | -87.5% | 1,966 | -86.9% | 0.34% | -75.8% |
Q2 2022 | $3,356,000 | -21.8% | 15,056 | +0.9% | 1.39% | -16.1% |
Q1 2022 | $4,292,000 | -2.3% | 14,925 | +9.0% | 1.66% | -13.6% |
Q4 2021 | $4,393,000 | +8.5% | 13,689 | -1.9% | 1.92% | +3.0% |
Q3 2021 | $4,050,000 | -1.9% | 13,958 | -3.0% | 1.86% | -6.3% |
Q2 2021 | $4,129,000 | +4.6% | 14,395 | -6.2% | 1.99% | +10.9% |
Q1 2021 | $3,946,000 | +1.0% | 15,351 | -0.2% | 1.79% | -0.2% |
Q4 2020 | $3,907,000 | +12.2% | 15,375 | +0.5% | 1.79% | -8.2% |
Q3 2020 | $3,482,000 | +15.0% | 15,296 | +2.0% | 1.95% | +4.0% |
Q2 2020 | $3,029,000 | +15.7% | 14,990 | +4.3% | 1.88% | +10.3% |
Q4 2019 | $2,619,000 | – | 14,377 | – | 1.70% | – |
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% |