VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,624,352 | +8.3% | 20,654 | +12.5% | 0.53% | -11.6% |
Q2 2023 | $5,195,079 | +13.7% | 18,360 | +0.2% | 0.60% | +11.0% |
Q1 2023 | $4,570,278 | +19.1% | 18,322 | +1.7% | 0.54% | +6.9% |
Q4 2022 | $3,838,748 | +2.2% | 18,013 | +2.6% | 0.51% | -10.5% |
Q3 2022 | $3,757,000 | +31.8% | 17,561 | +37.3% | 0.57% | +34.2% |
Q2 2022 | $2,851,000 | -24.3% | 12,792 | -2.3% | 0.42% | -14.0% |
Q1 2022 | $3,766,000 | -8.5% | 13,094 | +2.1% | 0.49% | -9.5% |
Q4 2021 | $4,114,000 | +7.9% | 12,819 | -2.5% | 0.54% | -0.9% |
Q3 2021 | $3,813,000 | -0.2% | 13,142 | -1.4% | 0.55% | +18.0% |
Q2 2021 | $3,822,000 | +25.8% | 13,326 | +12.8% | 0.47% | -6.8% |
Q1 2021 | $3,037,000 | +5.1% | 11,818 | +3.6% | 0.50% | -17.6% |
Q4 2020 | $2,891,000 | -96.5% | 11,412 | +3132.9% | 0.61% | +1345.2% |
Q3 2020 | $83,625,000 | +0.9% | 353 | -10.2% | 0.04% | -8.7% |
Q2 2020 | $82,873,000 | -5.8% | 393 | -29.9% | 0.05% | -17.9% |
Q1 2020 | $87,968,000 | -21.1% | 561 | +0.2% | 0.06% | -16.4% |
Q4 2019 | $111,512,000 | – | 560 | – | 0.07% | – |
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% |