VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $35,774,394 | -3.0% | 131,374 | +0.8% | 7.76% | -5.6% |
Q2 2023 | $36,883,652 | +14.1% | 130,349 | +0.6% | 8.22% | +1.9% |
Q1 2023 | $32,312,798 | +30.5% | 129,541 | +11.5% | 8.06% | +13.6% |
Q4 2022 | $24,751,951 | +6.6% | 116,146 | +7.0% | 7.10% | -7.7% |
Q3 2022 | $23,219,000 | +6.4% | 108,525 | +10.8% | 7.69% | +3.7% |
Q2 2022 | $21,823,000 | -11.1% | 97,909 | +14.7% | 7.42% | -3.4% |
Q1 2022 | $24,543,000 | -3.9% | 85,337 | +7.2% | 7.68% | -8.1% |
Q4 2021 | $25,547,000 | +12.7% | 79,611 | +1.9% | 8.36% | -3.0% |
Q3 2021 | $22,668,000 | +5.7% | 78,119 | +4.5% | 8.62% | -5.9% |
Q2 2021 | $21,447,000 | +19.4% | 74,779 | +7.0% | 9.16% | +4.4% |
Q1 2021 | $17,968,000 | +10.6% | 69,905 | +9.0% | 8.78% | -3.6% |
Q4 2020 | $16,250,000 | – | 64,142 | – | 9.11% | – |
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% |