VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $182,794,494 | -18.0% | 671,274 | -14.8% | 16.79% | -11.7% |
Q2 2023 | $222,979,655 | +4.0% | 788,025 | -8.3% | 19.00% | +1.4% |
Q1 2023 | $214,309,651 | +201.6% | 859,163 | +2476.4% | 18.75% | -32.2% |
Q4 2022 | $71,065,183 | +1453.7% | 33,347 | – | 27.65% | +501.8% |
Q3 2022 | $4,574,000 | -97.2% | 0 | -100.0% | 4.60% | -69.6% |
Q2 2022 | $165,102,000 | -21.2% | 740,734 | +13.5% | 15.12% | -7.4% |
Q4 2021 | $209,403,000 | +9.1% | 652,550 | -1.3% | 16.34% | +1.4% |
Q3 2021 | $191,878,000 | -0.3% | 661,261 | -1.4% | 16.11% | -1.7% |
Q2 2021 | $192,425,000 | +5.9% | 670,915 | -5.1% | 16.39% | +87.7% |
Q1 2021 | $181,755,000 | +2.8% | 707,110 | +1.3% | 8.73% | -46.7% |
Q4 2020 | $176,857,000 | +8.0% | 698,102 | -3.0% | 16.37% | -3.8% |
Q3 2020 | $163,777,000 | +0.7% | 719,509 | -10.6% | 17.02% | -5.0% |
Q2 2020 | $162,667,000 | +27.4% | 804,923 | -1.2% | 17.92% | +9.9% |
Q1 2020 | $127,700,000 | -15.7% | 814,989 | +1.7% | 16.31% | +1.4% |
Q4 2019 | $151,498,000 | – | 801,323 | – | 16.09% | – |
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% |