VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,106,975 | -3.9% | 62,822 | -0.2% | 0.71% | -5.0% |
Q2 2023 | $17,805,366 | +4.1% | 62,926 | -8.3% | 0.75% | -6.5% |
Q1 2023 | $17,108,826 | +16.6% | 68,588 | -0.3% | 0.80% | +6.4% |
Q4 2022 | $14,668,062 | +0.3% | 68,826 | +0.7% | 0.75% | -8.4% |
Q3 2022 | $14,625,000 | -2.7% | 68,356 | +1.4% | 0.82% | -0.8% |
Q2 2022 | $15,024,000 | -24.7% | 67,406 | -2.8% | 0.83% | -29.0% |
Q1 2022 | $19,951,000 | -10.3% | 69,317 | -0.0% | 1.16% | -15.4% |
Q4 2021 | $22,233,000 | +11.5% | 69,325 | +0.9% | 1.37% | 0.0% |
Q3 2021 | $19,937,000 | +1.3% | 68,707 | +0.0% | 1.37% | -5.6% |
Q2 2021 | $19,685,000 | +118.0% | 68,690 | +95.6% | 1.46% | +67.5% |
Q1 2021 | $9,028,000 | -5.0% | 35,122 | -6.4% | 0.87% | -11.7% |
Q4 2020 | $9,506,000 | +17.9% | 37,522 | +6.0% | 0.98% | -0.5% |
Q3 2020 | $8,060,000 | +42.2% | 35,409 | +26.2% | 0.99% | +6.6% |
Q2 2020 | $5,669,000 | +36.7% | 28,048 | +6.0% | 0.93% | -15.6% |
Q1 2020 | $4,148,000 | +17.1% | 26,471 | +36.1% | 1.10% | +39.3% |
Q4 2019 | $3,542,000 | +6.7% | 19,443 | -2.6% | 0.79% | -1.5% |
Q3 2019 | $3,320,000 | +0.8% | 19,968 | -1.0% | 0.80% | -3.3% |
Q2 2019 | $3,295,000 | +4.0% | 20,169 | -0.5% | 0.83% | -17.9% |
Q1 2019 | $3,169,000 | +13.8% | 20,261 | -2.2% | 1.01% | -3.1% |
Q4 2018 | $2,784,000 | – | 20,727 | – | 1.04% | – |
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% |