VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,038,046 | -12.9% | 3,812 | -9.5% | 0.78% | +0.4% |
Q2 2023 | $1,191,828 | +13.4% | 4,212 | 0.0% | 0.77% | +0.1% |
Q1 2023 | $1,050,641 | +12.2% | 4,212 | -4.1% | 0.77% | +26.5% |
Q4 2022 | $936,192 | -3.1% | 4,393 | -2.7% | 0.61% | -18.2% |
Q3 2022 | $966,000 | -4.0% | 4,516 | +0.0% | 0.75% | +3.8% |
Q2 2022 | $1,006,000 | +38.6% | 4,514 | +78.7% | 0.72% | +47.2% |
Q1 2022 | $726,000 | -10.7% | 2,526 | -0.3% | 0.49% | -15.4% |
Q4 2021 | $813,000 | +10.6% | 2,534 | 0.0% | 0.58% | +22.2% |
Q3 2021 | $735,000 | +1.1% | 2,534 | 0.0% | 0.47% | +1.5% |
Q2 2021 | $727,000 | +11.7% | 2,534 | 0.0% | 0.47% | +10.7% |
Q1 2021 | $651,000 | -1.7% | 2,534 | -3.0% | 0.42% | +1.2% |
Q4 2020 | $662,000 | +11.3% | 2,613 | 0.0% | 0.42% | -27.4% |
Q3 2020 | $595,000 | +9.0% | 2,613 | -3.4% | 0.57% | +7.9% |
Q2 2020 | $546,000 | +27.6% | 2,704 | -1.1% | 0.53% | +9.0% |
Q1 2020 | $428,000 | – | 2,733 | – | 0.49% | – |
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% |