VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465,122 | -3.7% | 1,708 | +0.1% | 0.22% | -0.5% |
| Q2 2023 | $482,998 | +7.2% | 1,707 | -5.5% | 0.22% | +0.9% |
| Q1 2023 | $450,431 | +14.4% | 1,806 | -2.2% | 0.22% | +7.9% |
| Q4 2022 | $393,686 | +43.7% | 1,847 | +44.1% | 0.20% | +32.0% |
| Q3 2022 | $274,000 | -14.9% | 1,282 | -11.3% | 0.15% | -11.0% |
| Q2 2022 | $322,000 | -22.4% | 1,445 | +0.1% | 0.17% | -9.5% |
| Q1 2022 | $415,000 | -8.6% | 1,444 | +2.1% | 0.19% | -4.0% |
| Q4 2021 | $454,000 | +10.7% | 1,414 | +0.1% | 0.20% | -0.5% |
| Q3 2021 | $410,000 | +1.2% | 1,413 | +0.1% | 0.20% | +1.5% |
| Q2 2021 | $405,000 | -1.0% | 1,412 | -11.2% | 0.20% | -7.1% |
| Q1 2021 | $409,000 | +1.0% | 1,590 | -0.6% | 0.21% | -0.5% |
| Q4 2020 | $405,000 | +9.8% | 1,600 | -1.5% | 0.21% | -0.5% |
| Q3 2020 | $369,000 | +11.5% | 1,625 | -0.8% | 0.21% | -0.9% |
| Q2 2020 | $331,000 | +16.5% | 1,638 | -9.8% | 0.22% | -4.4% |
| Q1 2020 | $284,000 | -14.2% | 1,815 | -0.4% | 0.22% | +21.0% |
| Q4 2019 | $331,000 | +9.6% | 1,822 | +0.1% | 0.19% | -7.0% |
| Q3 2019 | $302,000 | +1.7% | 1,820 | +0.1% | 0.20% | -1.5% |
| Q2 2019 | $297,000 | +1.7% | 1,818 | -2.9% | 0.20% | -3.8% |
| Q1 2019 | $292,000 | +15.4% | 1,872 | -0.8% | 0.21% | -0.5% |
| Q4 2018 | $253,000 | – | 1,888 | – | 0.21% | – |
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% |