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 | $1,411,927 | +451.4% | 5,185 | +472.9% | 0.49% | +453.4% |
Q2 2023 | $256,079 | +11.7% | 905 | -1.5% | 0.09% | +7.3% |
Q1 2023 | $229,235 | +46.5% | 919 | +25.2% | 0.08% | +43.9% |
Q4 2022 | $156,423 | -0.4% | 734 | 0.0% | 0.06% | -8.1% |
Q3 2022 | $157,039 | +19.6% | 734 | +24.6% | 0.06% | +21.6% |
Q2 2022 | $131,282 | -22.5% | 589 | 0.0% | 0.05% | -17.7% |
Q1 2022 | $169,396 | -10.4% | 589 | 0.0% | 0.06% | -23.5% |
Q4 2021 | $189,010 | -15.8% | 589 | -23.9% | 0.08% | -22.1% |
Q3 2021 | $224,592 | +49.4% | 774 | +47.7% | 0.10% | +46.5% |
Q2 2021 | $150,288 | -25.4% | 524 | -33.2% | 0.07% | -27.6% |
Q1 2021 | $201,519 | -17.7% | 784 | -18.9% | 0.10% | -22.8% |
Q4 2020 | $244,980 | +11.3% | 967 | 0.0% | 0.13% | -2.3% |
Q3 2020 | $220,099 | +29.2% | 967 | +14.7% | 0.13% | +15.0% |
Q2 2020 | $170,362 | – | 843 | – | 0.11% | – |
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% |