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 | $5,200,432 | +4.7% | 19,097 | +8.8% | 0.27% | +3.1% |
Q2 2023 | $4,965,690 | +19.6% | 17,549 | +5.4% | 0.26% | +3.2% |
Q1 2023 | $4,153,465 | +27.8% | 16,651 | +9.2% | 0.25% | +27.9% |
Q4 2022 | $3,249,452 | +2.9% | 15,248 | +3.3% | 0.20% | -9.2% |
Q3 2022 | $3,158,000 | -16.8% | 14,762 | -12.5% | 0.22% | +15.4% |
Q2 2022 | $3,797,000 | -20.1% | 16,873 | +2.1% | 0.19% | -7.8% |
Q1 2022 | $4,751,000 | +6.3% | 16,521 | +18.7% | 0.20% | +20.0% |
Q4 2021 | $4,468,000 | +27.9% | 13,924 | +16.8% | 0.17% | +26.9% |
Q3 2021 | $3,494,000 | +6.5% | 11,917 | +5.5% | 0.13% | +4.7% |
Q2 2021 | $3,282,000 | -79.3% | 11,297 | -80.4% | 0.13% | -71.1% |
Q1 2021 | $15,857,000 | +429.1% | 57,770 | -5.8% | 0.44% | +269.2% |
Q4 2020 | $2,997,000 | -59.8% | 61,308 | +83.2% | 0.12% | -68.9% |
Q3 2020 | $7,454,000 | +7.9% | 33,473 | -5.0% | 0.39% | +0.5% |
Q2 2020 | $6,909,000 | +14.8% | 35,238 | -9.5% | 0.38% | -5.0% |
Q1 2020 | $6,019,000 | -13.3% | 38,923 | +2.6% | 0.40% | +9.2% |
Q4 2019 | $6,942,000 | +9.7% | 37,920 | -1.1% | 0.37% | -2.1% |
Q3 2019 | $6,329,000 | -2.6% | 38,337 | -3.6% | 0.38% | -6.2% |
Q2 2019 | $6,496,000 | +6.0% | 39,762 | +1.5% | 0.40% | -0.2% |
Q1 2019 | $6,130,000 | -37.6% | 39,191 | -46.9% | 0.40% | -44.4% |
Q4 2018 | $9,820,000 | +72.3% | 73,807 | +108.5% | 0.73% | +91.1% |
Q3 2018 | $5,701,000 | +13.2% | 35,402 | +5.3% | 0.38% | -3.1% |
Q2 2018 | $5,035,000 | +11.1% | 33,615 | +5.3% | 0.39% | -1.0% |
Q1 2018 | $4,531,000 | +486.9% | 31,936 | +481.3% | 0.40% | +473.9% |
Q4 2017 | $772,000 | +27.4% | 5,494 | +20.2% | 0.07% | +15.0% |
Q3 2017 | $606,000 | +30.6% | 4,570 | +25.1% | 0.06% | +25.0% |
Q2 2017 | $464,000 | +8.7% | 3,654 | +4.0% | 0.05% | +9.1% |
Q1 2017 | $427,000 | +21.0% | 3,514 | +10.9% | 0.04% | -6.4% |
Q4 2016 | $353,000 | +5.7% | 3,169 | +6.3% | 0.05% | +4.4% |
Q3 2016 | $334,000 | +2.1% | 2,981 | -1.9% | 0.04% | -4.3% |
Q2 2016 | $327,000 | +9.0% | 3,040 | +8.6% | 0.05% | +2.2% |
Q1 2016 | $300,000 | – | 2,799 | – | 0.05% | – |
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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% |