VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,759 | -3.8% | 348 | 0.0% | 0.06% | -11.1% |
| Q2 2023 | $98,466 | +25.3% | 348 | +10.5% | 0.06% | +28.6% |
| Q1 2023 | $78,573 | +17.0% | 315 | 0.0% | 0.05% | +19.5% |
| Q4 2022 | $67,129 | +0.2% | 315 | 0.0% | 0.04% | -8.9% |
| Q3 2022 | $67,000 | -4.3% | 315 | 0.0% | 0.04% | -2.2% |
| Q2 2022 | $70,000 | -60.2% | 315 | -48.4% | 0.05% | -57.0% |
| Q1 2022 | $176,000 | +74.3% | 610 | +93.7% | 0.11% | +72.6% |
| Q4 2021 | $101,000 | +11.0% | 315 | 0.0% | 0.06% | +3.3% |
| Q3 2021 | $91,000 | +1.1% | 315 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $90,000 | +11.1% | 315 | 0.0% | 0.06% | +7.1% |
| Q1 2021 | $81,000 | +1.2% | 315 | 0.0% | 0.06% | -5.1% |
| Q4 2020 | $80,000 | +11.1% | 315 | 0.0% | 0.06% | -3.3% |
| Q3 2020 | $72,000 | +12.5% | 315 | 0.0% | 0.06% | +10.9% |
| Q2 2020 | $64,000 | +30.6% | 315 | 0.0% | 0.06% | +22.2% |
| Q1 2020 | $49,000 | -14.0% | 315 | 0.0% | 0.04% | +9.8% |
| Q4 2019 | $57,000 | +9.6% | 315 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $52,000 | +2.0% | 315 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $51,000 | – | 315 | – | 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% |