VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,687,635 | -5.4% | 373,426 | -1.7% | 5.85% | -1.2% |
| Q2 2023 | $107,533,574 | +14.1% | 380,031 | +0.6% | 5.92% | +8.2% |
| Q1 2023 | $94,234,692 | +16.1% | 377,785 | -0.9% | 5.47% | +10.0% |
| Q4 2022 | $81,200,878 | +6.4% | 381,028 | +6.8% | 4.97% | -4.3% |
| Q3 2022 | $76,337,000 | -4.3% | 356,800 | -0.3% | 5.19% | +2.2% |
| Q2 2022 | $79,777,000 | -17.5% | 357,920 | +6.5% | 5.08% | -4.1% |
| Q1 2022 | $96,660,000 | -10.9% | 336,093 | -0.6% | 5.30% | -5.9% |
| Q4 2021 | $108,488,000 | +22.2% | 338,073 | +10.5% | 5.63% | +13.5% |
| Q3 2021 | $88,757,000 | +6.8% | 305,880 | +5.5% | 4.96% | +6.5% |
| Q2 2021 | $83,140,000 | +10.6% | 289,879 | -0.9% | 4.66% | +3.4% |
| Q1 2021 | $75,162,000 | +2.2% | 292,414 | +0.7% | 4.50% | -4.9% |
| Q4 2020 | $73,533,000 | +16.0% | 290,255 | +4.2% | 4.74% | +3.0% |
| Q3 2020 | $63,410,000 | +16.6% | 278,591 | +3.6% | 4.60% | +11.2% |
| Q2 2020 | $54,370,000 | +20.4% | 269,038 | -6.7% | 4.14% | +4.8% |
| Q1 2020 | $45,173,000 | -26.4% | 288,296 | -14.5% | 3.95% | -6.4% |
| Q4 2019 | $61,399,000 | +7.4% | 337,045 | -2.0% | 4.22% | -0.3% |
| Q3 2019 | $57,190,000 | +1.4% | 343,937 | -0.4% | 4.23% | +0.6% |
| Q2 2019 | $56,428,000 | +2.4% | 345,355 | -2.0% | 4.20% | +0.2% |
| Q1 2019 | $55,097,000 | +14.0% | 352,235 | -2.1% | 4.20% | +0.3% |
| Q4 2018 | $48,335,000 | -13.7% | 359,825 | +3.5% | 4.18% | -3.0% |
| Q3 2018 | $55,999,000 | +11.3% | 347,735 | +3.6% | 4.31% | +3.5% |
| Q2 2018 | $50,304,000 | +5.8% | 335,783 | +0.2% | 4.17% | +4.7% |
| Q1 2018 | $47,566,000 | -2.9% | 335,254 | -3.7% | 3.98% | -0.7% |
| Q4 2017 | $48,976,000 | +0.0% | 348,209 | -5.6% | 4.01% | -3.1% |
| Q3 2017 | $48,960,000 | +6.8% | 368,812 | +2.2% | 4.13% | +3.1% |
| Q2 2017 | $45,854,000 | +3.9% | 360,944 | -0.5% | 4.01% | +1.1% |
| Q1 2017 | $44,143,000 | +7.0% | 362,842 | -2.0% | 3.97% | +3.5% |
| Q4 2016 | $41,265,000 | -0.9% | 370,154 | -0.2% | 3.83% | -0.2% |
| Q3 2016 | $41,638,000 | +6.2% | 370,811 | +1.4% | 3.84% | -9.1% |
| Q2 2016 | $39,218,000 | +4.2% | 365,841 | +3.5% | 4.23% | +4.5% |
| Q1 2016 | $37,641,000 | +1324.2% | 353,599 | +1323.2% | 4.05% | +1230.9% |
| Q4 2015 | $2,643,000 | – | 24,846 | – | 0.30% | – |
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% |