VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $380,417 | -5.8% | 1,397 | -2.1% | 0.23% | -5.4% |
Q2 2023 | $403,784 | +4.8% | 1,427 | -7.6% | 0.24% | -1.2% |
Q1 2023 | $385,396 | +17.1% | 1,545 | 0.0% | 0.24% | +12.5% |
Q4 2022 | $329,234 | +2.2% | 1,545 | +2.7% | 0.22% | -5.3% |
Q3 2022 | $322,000 | -6.7% | 1,504 | -2.8% | 0.23% | +0.9% |
Q2 2022 | $345,000 | -56.5% | 1,548 | -37.4% | 0.23% | -47.9% |
Q4 2021 | $793,000 | +9.7% | 2,472 | -1.7% | 0.43% | +4.1% |
Q1 2021 | $723,000 | – | 2,514 | – | 0.42% | – |
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% |