VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,211,783 | -3.3% | 26,484 | +0.5% | 4.06% | -2.5% |
Q2 2023 | $7,456,030 | +14.0% | 26,350 | +0.5% | 4.17% | +11.3% |
Q1 2023 | $6,542,264 | +17.3% | 26,230 | +0.2% | 3.74% | +13.9% |
Q4 2022 | $5,577,350 | -0.3% | 26,171 | +0.1% | 3.29% | -9.8% |
Q3 2022 | $5,593,000 | -4.3% | 26,141 | -0.3% | 3.65% | +1.1% |
Q2 2022 | $5,846,000 | -19.9% | 26,227 | +3.4% | 3.61% | -5.7% |
Q1 2022 | $7,294,000 | -7.4% | 25,361 | +3.3% | 3.83% | -4.5% |
Q4 2021 | $7,878,000 | +17.6% | 24,550 | +6.4% | 4.00% | +0.9% |
Q3 2021 | $6,697,000 | +19.8% | 23,078 | +18.5% | 3.97% | +18.2% |
Q2 2021 | $5,588,000 | +25.9% | 19,483 | +12.9% | 3.36% | +16.3% |
Q1 2021 | $4,437,000 | +0.1% | 17,261 | -1.3% | 2.89% | -9.4% |
Q4 2020 | $4,431,000 | +13.3% | 17,490 | +1.8% | 3.19% | -6.3% |
Q3 2020 | $3,910,000 | +10.2% | 17,176 | -2.1% | 3.40% | -0.1% |
Q2 2020 | $3,547,000 | +26.8% | 17,553 | -1.6% | 3.41% | +1.9% |
Q1 2020 | $2,797,000 | -23.2% | 17,844 | -10.8% | 3.34% | +1.7% |
Q4 2019 | $3,643,000 | – | 19,998 | – | 3.29% | – |
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% |