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 | $205,322 | -20.4% | 754 | -17.3% | 0.00% | -20.0% |
Q2 2023 | $258,059 | +6.5% | 912 | -6.1% | 0.01% | +25.0% |
Q1 2023 | $242,206 | +10.4% | 971 | -5.6% | 0.00% | 0.0% |
Q4 2022 | $219,291 | -83.5% | 1,029 | -83.5% | 0.00% | -86.2% |
Q3 2022 | $1,331,000 | -3.0% | 6,218 | +1.0% | 0.03% | 0.0% |
Q2 2022 | $1,372,000 | -20.0% | 6,156 | +3.3% | 0.03% | -6.5% |
Q1 2022 | $1,715,000 | -21.7% | 5,961 | -12.6% | 0.03% | -13.9% |
Q4 2021 | $2,189,000 | +10.1% | 6,819 | -0.4% | 0.04% | +2.9% |
Q3 2021 | $1,988,000 | -1.0% | 6,849 | -2.2% | 0.04% | -10.3% |
Q2 2021 | $2,009,000 | +11.4% | 7,003 | -0.1% | 0.04% | +5.4% |
Q1 2021 | $1,803,000 | +1.5% | 7,013 | 0.0% | 0.04% | 0.0% |
Q4 2020 | $1,777,000 | +14.7% | 7,013 | +3.0% | 0.04% | +2.8% |
Q3 2020 | $1,549,000 | – | 6,807 | – | 0.04% | – |
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% |