VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $271,193 | -3.7% | 996 | 0.0% | 0.17% | -6.0% |
Q2 2023 | $281,727 | +14.6% | 996 | +1.1% | 0.18% | +11.7% |
Q1 2023 | $245,879 | +16.2% | 985 | -0.8% | 0.16% | +18.1% |
Q4 2022 | $211,627 | -25.0% | 993 | -24.7% | 0.14% | -23.8% |
Q3 2022 | $282,000 | -18.3% | 1,319 | -14.8% | 0.18% | -14.2% |
Q2 2022 | $345,000 | +16.2% | 1,549 | +50.0% | 0.21% | +31.1% |
Q1 2022 | $297,000 | -26.7% | 1,033 | -18.2% | 0.16% | -22.6% |
Q4 2021 | $405,000 | +0.7% | 1,263 | -8.9% | 0.21% | -8.0% |
Q3 2021 | $402,000 | +28.8% | 1,387 | +27.7% | 0.23% | +24.2% |
Q2 2021 | $312,000 | +11.8% | 1,086 | 0.0% | 0.18% | +5.2% |
Q1 2021 | $279,000 | +1.5% | 1,086 | +0.1% | 0.17% | -3.9% |
Q4 2020 | $275,000 | -20.5% | 1,085 | -28.6% | 0.18% | -25.3% |
Q3 2020 | $346,000 | +18.5% | 1,519 | +5.3% | 0.24% | +15.9% |
Q2 2020 | $292,000 | +29.2% | 1,443 | +0.1% | 0.21% | +27.6% |
Q1 2020 | $226,000 | -13.7% | 1,441 | 0.0% | 0.16% | -2.4% |
Q4 2019 | $262,000 | – | 1,441 | – | 0.17% | – |
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% |