VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $352,369 | +7.1% | 1,294 | +11.3% | 0.17% | +6.8% |
Q2 2023 | $329,082 | +13.4% | 1,163 | 0.0% | 0.16% | +11.7% |
Q1 2023 | $290,099 | +99934.1% | 1,163 | -14.7% | 0.14% | -7.6% |
Q4 2022 | $290 | -99.8% | 1,363 | +118.4% | 0.16% | -18.7% |
Q3 2022 | $134,000 | -55.9% | 624 | -54.2% | 0.19% | +11.6% |
Q2 2022 | $304,000 | -22.4% | 1,363 | 0.0% | 0.17% | -19.5% |
Q1 2022 | $392,000 | -22.4% | 1,363 | -13.4% | 0.22% | -24.3% |
Q4 2021 | $505,000 | +10.5% | 1,574 | 0.0% | 0.28% | +0.4% |
Q3 2021 | $457,000 | -1.9% | 1,574 | -3.1% | 0.28% | -7.8% |
Q2 2021 | $466,000 | +11.5% | 1,624 | -0.1% | 0.31% | -1.9% |
Q1 2021 | $418,000 | +1.7% | 1,625 | +0.1% | 0.31% | -4.9% |
Q4 2020 | $411,000 | – | 1,624 | – | 0.33% | – |
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% |