Orion Portfolio Solutions, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$72,353,758
-5.2%
265,703
-1.5%
0.87%
+7.5%
Q2 2023$76,341,979
+12.2%
269,797
-1.1%
0.81%
-3.1%
Q1 2023$68,033,787
+28.6%
272,746
+9.9%
0.84%
-54.7%
Q4 2022$52,891,873
+2.5%
248,190
+2.9%
1.85%
-9.3%
Q3 2022$51,585,000
-0.9%
241,110
+3.3%
2.04%
-2.1%
Q2 2022$52,028,000
-24.2%
233,423
-2.1%
2.09%
-13.4%
Q1 2022$68,599,000
-18.8%
238,523
-9.4%
2.41%
-14.7%
Q4 2021$84,475,000
+8.9%
263,244
-1.5%
2.82%
-1.0%
Q3 2021$77,539,000
-0.9%
267,219
-2.1%
2.85%
-7.2%
Q2 2021$78,281,000
+10.6%
272,936
-0.8%
3.07%
+0.5%
Q1 2021$70,748,000
+1.3%
275,240
-0.2%
3.06%
-6.1%
Q4 2020$69,840,000
+10.7%
275,679
-0.5%
3.26%
-0.6%
Q3 2020$63,091,000
+9.5%
277,191
-2.8%
3.28%
+5.1%
Q2 2020$57,603,000
+38.6%
285,036
+7.5%
3.12%
+9.1%
Q1 2020$41,561,000
-25.0%
265,245
-12.8%
2.86%
-34.4%
Q4 2019$55,421,000304,2274.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders