VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $38,540 | +1.3% | 141,552 | +5.1% | 0.09% | +5.7% |
Q2 2023 | $38,043 | +34.9% | 134,714 | +18.8% | 0.09% | +26.1% |
Q1 2023 | $28,209 | +33.7% | 113,363 | +14.6% | 0.07% | +25.5% |
Q4 2022 | $21,099 | -99.9% | 98,961 | -15.1% | 0.06% | -20.3% |
Q3 2022 | $25,012,000 | -23.9% | 116,599 | -20.7% | 0.07% | -21.6% |
Q2 2022 | $32,877,000 | -56.2% | 146,995 | -43.7% | 0.09% | -40.1% |
Q1 2022 | $74,982,000 | -21.7% | 261,232 | -21.0% | 0.15% | -20.5% |
Q4 2021 | $95,735,000 | -16.3% | 330,561 | -16.1% | 0.18% | -20.3% |
Q3 2021 | $114,359,000 | +21.6% | 394,128 | +20.2% | 0.23% | +21.5% |
Q2 2021 | $94,045,000 | +1.7% | 327,901 | -8.8% | 0.19% | -6.4% |
Q1 2021 | $92,459,000 | +2.5% | 359,714 | +1.0% | 0.20% | -2.4% |
Q4 2020 | $90,218,000 | +10.2% | 356,115 | -1.0% | 0.21% | -4.6% |
Q3 2020 | $81,847,000 | +59.6% | 359,598 | +17.5% | 0.22% | +43.1% |
Q2 2020 | $51,292,000 | +8.2% | 305,931 | 0.0% | 0.15% | -10.5% |
Q1 2020 | $47,406,000 | +16.6% | 305,931 | +37.1% | 0.17% | +47.4% |
Q4 2019 | $40,650,000 | +26.7% | 223,141 | +15.6% | 0.12% | +16.0% |
Q3 2019 | $32,088,000 | +5.0% | 192,979 | +3.2% | 0.10% | +7.5% |
Q2 2019 | $30,566,000 | +4.2% | 187,071 | -0.2% | 0.09% | +1.1% |
Q1 2019 | $29,326,000 | +96.8% | 187,485 | +102.6% | 0.09% | +70.4% |
Q4 2018 | $14,902,000 | 0.0% | 92,532 | 0.0% | 0.05% | +14.9% |
Q3 2018 | $14,902,000 | +3.3% | 92,532 | -3.9% | 0.05% | 0.0% |
Q2 2018 | $14,420,000 | +3.8% | 96,260 | -1.7% | 0.05% | 0.0% |
Q1 2018 | $13,891,000 | -10.0% | 97,904 | -10.8% | 0.05% | -9.6% |
Q4 2017 | $15,435,000 | -63.8% | 109,739 | -65.9% | 0.05% | -65.6% |
Q3 2017 | $42,678,000 | +5.4% | 321,492 | +0.9% | 0.15% | -10.1% |
Q2 2017 | $40,475,000 | +14.6% | 318,610 | +7.6% | 0.17% | +9.8% |
Q1 2017 | $35,321,000 | +9.4% | 295,994 | +3.0% | 0.15% | +6.2% |
Q4 2016 | $32,298,000 | +19474.5% | 287,341 | +19341.2% | 0.14% | +14300.0% |
Q3 2016 | $165,000 | +1.9% | 1,478 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $162,000 | -21.4% | 1,478 | -23.7% | 0.00% | 0.0% |
Q1 2016 | $206,000 | -20.5% | 1,938 | -20.5% | 0.00% | 0.0% |
Q4 2015 | $259,000 | +1.2% | 2,438 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $256,000 | -1.2% | 2,438 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $259,000 | -2.3% | 2,438 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $265,000 | -44.1% | 2,438 | -46.3% | 0.00% | -66.7% |
Q4 2014 | $474,000 | -6.0% | 4,538 | -10.6% | 0.00% | 0.0% |
Q3 2014 | $504,000 | – | 5,078 | – | 0.00% | – |
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% |