VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $18,982,000 | +1.3% | 88,720 | +5.6% | 2.60% | +8.8% |
Q2 2022 | $18,734,000 | -10.9% | 84,050 | +14.9% | 2.39% | +5.5% |
Q1 2022 | $21,032,000 | -0.4% | 73,128 | +1.6% | 2.26% | +7.2% |
Q4 2021 | $21,112,000 | +28.6% | 72,002 | +35.8% | 2.11% | +23.1% |
Q3 2021 | $16,415,000 | +6.5% | 53,019 | +2.1% | 1.72% | +1.2% |
Q2 2021 | $15,420,000 | +12.1% | 51,909 | +1.6% | 1.69% | -0.9% |
Q1 2021 | $13,755,000 | +20.8% | 51,109 | +19.0% | 1.71% | +9.0% |
Q4 2020 | $11,382,000 | +16.1% | 42,951 | +5.2% | 1.57% | +4.2% |
Q3 2020 | $9,801,000 | +116.9% | 40,822 | +82.6% | 1.50% | +58.8% |
Q2 2020 | $4,518,000 | +29.2% | 22,355 | +0.2% | 0.95% | -0.3% |
Q1 2020 | $3,496,000 | +7.3% | 22,311 | +24.7% | 0.95% | +27.5% |
Q4 2019 | $3,258,000 | +9.4% | 17,886 | -0.2% | 0.75% | -2.6% |
Q3 2019 | $2,979,000 | +2.2% | 17,918 | +0.4% | 0.77% | +3.1% |
Q2 2019 | $2,915,000 | +45.0% | 17,843 | +38.9% | 0.74% | +35.6% |
Q1 2019 | $2,010,000 | +36.3% | 12,848 | +17.0% | 0.55% | +21.8% |
Q4 2018 | $1,475,000 | +322.6% | 10,980 | +405.3% | 0.45% | +354.5% |
Q3 2018 | $349,000 | +7.7% | 2,173 | +0.1% | 0.10% | +12.5% |
Q2 2018 | $324,000 | – | 2,170 | – | 0.09% | – |
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% |