VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,828,963 | +0.5% | 32,422 | +4.5% | 6.58% | +2.4% |
Q2 2023 | $8,781,417 | +9.4% | 31,034 | -3.6% | 6.43% | +15.5% |
Q1 2023 | $8,028,907 | +14.2% | 32,188 | -2.4% | 5.56% | +21.3% |
Q4 2022 | $7,031,388 | -2.7% | 32,994 | -2.4% | 4.58% | -6.3% |
Q3 2022 | $7,229,000 | -1.7% | 33,791 | +2.4% | 4.89% | +16.7% |
Q2 2022 | $7,356,000 | -19.1% | 33,005 | +4.4% | 4.20% | -5.5% |
Q1 2022 | $9,090,000 | -3.9% | 31,607 | +7.2% | 4.44% | -0.9% |
Q4 2021 | $9,458,000 | +13.4% | 29,473 | +2.6% | 4.48% | +2.2% |
Q3 2021 | $8,339,000 | +5.5% | 28,740 | +4.2% | 4.38% | +1.2% |
Q2 2021 | $7,908,000 | +13.3% | 27,572 | +1.6% | 4.33% | +3.1% |
Q1 2021 | $6,979,000 | +2.9% | 27,151 | +1.4% | 4.20% | -13.7% |
Q4 2020 | $6,781,000 | +12.3% | 26,767 | +0.9% | 4.86% | -20.8% |
Q3 2020 | $6,036,000 | +17.6% | 26,520 | +4.4% | 6.14% | +8.5% |
Q2 2020 | $5,132,000 | +36.5% | 25,393 | +5.8% | 5.66% | +5.9% |
Q1 2020 | $3,761,000 | +27.5% | 24,002 | +48.3% | 5.34% | +72.8% |
Q4 2019 | $2,949,000 | – | 16,186 | – | 3.09% | – |
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% |