VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,138,887 | -4.4% | 22,544 | -0.6% | 1.81% | +2.9% |
Q2 2023 | $6,418,986 | +12.5% | 22,685 | -0.8% | 1.76% | +6.0% |
Q1 2023 | $5,704,826 | +16.8% | 22,871 | -0.2% | 1.66% | +5.0% |
Q4 2022 | $4,885,047 | +13.6% | 22,923 | +14.1% | 1.58% | +1.7% |
Q3 2022 | $4,300,000 | +7.6% | 20,099 | +12.1% | 1.56% | +4.8% |
Q2 2022 | $3,997,000 | +21.2% | 17,934 | +56.3% | 1.48% | +38.3% |
Q1 2022 | $3,299,000 | +312.4% | 11,472 | +360.4% | 1.07% | +322.4% |
Q4 2021 | $800,000 | +223.9% | 2,492 | +192.8% | 0.25% | +198.8% |
Q3 2021 | $247,000 | +1.2% | 851 | 0.0% | 0.08% | -4.5% |
Q2 2021 | $244,000 | +15.1% | 851 | +3.2% | 0.09% | -2.2% |
Q1 2021 | $212,000 | +1.4% | 825 | +0.1% | 0.09% | -6.2% |
Q4 2020 | $209,000 | -95.0% | 824 | -96.4% | 0.10% | -98.0% |
Q4 2019 | $4,152,000 | +22.0% | 22,792 | +9.4% | 4.92% | +2.8% |
Q3 2019 | $3,404,000 | 0.0% | 20,833 | 0.0% | 4.78% | 0.0% |
Q2 2019 | $3,404,000 | – | 20,833 | – | 4.78% | – |
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% |