VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $787,294 | -13.7% | 2,891 | -10.4% | 0.61% | -9.5% |
Q2 2023 | $912,416 | +115.1% | 3,225 | +89.6% | 0.67% | +97.4% |
Q1 2023 | $424,183 | +16.1% | 1,701 | -0.8% | 0.34% | +10.0% |
Q4 2022 | $365,386 | -0.4% | 1,715 | 0.0% | 0.31% | -17.8% |
Q3 2022 | $367,000 | -3.9% | 1,715 | 0.0% | 0.38% | +1.3% |
Q2 2022 | $382,000 | -22.7% | 1,715 | -0.1% | 0.37% | -11.6% |
Q1 2022 | $494,000 | -10.3% | 1,717 | -0.1% | 0.42% | +9.9% |
Q4 2021 | $551,000 | +8.7% | 1,718 | -1.6% | 0.38% | +7.6% |
Q3 2021 | $507,000 | +0.4% | 1,746 | -0.9% | 0.36% | -0.3% |
Q2 2021 | $505,000 | +11.0% | 1,762 | -0.6% | 0.36% | +2.6% |
Q1 2021 | $455,000 | -0.9% | 1,772 | -2.2% | 0.35% | -14.9% |
Q4 2020 | $459,000 | +11.4% | 1,811 | 0.0% | 0.41% | -1.9% |
Q3 2020 | $412,000 | +8.4% | 1,811 | -3.6% | 0.42% | +0.2% |
Q2 2020 | $380,000 | +16.9% | 1,879 | -9.3% | 0.42% | +4.8% |
Q1 2020 | $325,000 | -13.8% | 2,072 | 0.0% | 0.40% | +1.5% |
Q4 2019 | $377,000 | – | 2,072 | – | 0.39% | – |
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% |