VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $822,128 | -4.6% | 3,019 | -0.8% | 0.25% | -2.7% |
Q2 2023 | $861,321 | +34.2% | 3,044 | +18.3% | 0.26% | +26.2% |
Q1 2023 | $641,883 | +17.0% | 2,573 | 0.0% | 0.20% | -3.3% |
Q4 2022 | $548,401 | -20.1% | 2,573 | -19.8% | 0.21% | -25.9% |
Q3 2022 | $686,000 | -7.5% | 3,208 | -3.6% | 0.28% | -11.0% |
Q2 2022 | $742,000 | -26.2% | 3,327 | -4.8% | 0.32% | -8.9% |
Q1 2022 | $1,006,000 | -12.8% | 3,496 | -3.0% | 0.35% | -14.3% |
Q4 2021 | $1,154,000 | +17.3% | 3,603 | +6.3% | 0.41% | +2.8% |
Q3 2021 | $984,000 | +1.2% | 3,390 | +0.0% | 0.40% | -4.1% |
Q2 2021 | $972,000 | +7.3% | 3,389 | -3.9% | 0.41% | -6.6% |
Q1 2021 | $906,000 | +25.3% | 3,527 | +23.5% | 0.44% | +1.6% |
Q4 2020 | $723,000 | +8.9% | 2,855 | -2.1% | 0.43% | -11.6% |
Q3 2020 | $664,000 | +28.7% | 2,915 | +14.3% | 0.49% | +34.2% |
Q2 2020 | $516,000 | +42.1% | 2,551 | +10.1% | 0.37% | +37.1% |
Q1 2020 | $363,000 | +855.3% | 2,317 | +1019.3% | 0.27% | +853.6% |
Q4 2019 | $38,000 | – | 207 | – | 0.03% | – |
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% |