VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $458,616 | -3.5% | 1,684 | +0.2% | 0.05% | +2.0% |
Q2 2023 | $475,411 | +13.4% | 1,680 | 0.0% | 0.05% | +6.2% |
Q1 2023 | $419,083 | +4.4% | 1,680 | -10.8% | 0.05% | 0.0% |
Q4 2022 | $401,297 | +0.1% | 1,883 | +0.5% | 0.05% | -11.1% |
Q3 2022 | $401,000 | -13.6% | 1,874 | -10.0% | 0.05% | -8.5% |
Q2 2022 | $464,000 | -19.6% | 2,082 | +3.8% | 0.06% | -6.3% |
Q1 2022 | $577,000 | +6.3% | 2,005 | +18.4% | 0.06% | +12.5% |
Q4 2021 | $543,000 | +6.3% | 1,693 | -3.9% | 0.06% | -3.4% |
Q3 2021 | $511,000 | +63.8% | 1,761 | +61.9% | 0.06% | +65.7% |
Q2 2021 | $312,000 | +22.8% | 1,088 | +10.2% | 0.04% | +12.9% |
Q1 2021 | $254,000 | -28.5% | 987 | -29.6% | 0.03% | -31.1% |
Q4 2020 | $355,000 | +15.3% | 1,402 | +3.5% | 0.04% | +2.3% |
Q3 2020 | $308,000 | +15.4% | 1,354 | +2.6% | 0.04% | +12.8% |
Q2 2020 | $267,000 | +18.1% | 1,320 | -8.3% | 0.04% | -2.5% |
Q1 2020 | $226,000 | -4.2% | 1,440 | +11.4% | 0.04% | +21.2% |
Q4 2019 | $236,000 | +9.8% | 1,293 | 0.0% | 0.03% | +3.1% |
Q3 2019 | $215,000 | +1.9% | 1,293 | 0.0% | 0.03% | -20.0% |
Q2 2019 | $211,000 | -3.2% | 1,293 | -7.2% | 0.04% | -7.0% |
Q1 2019 | $218,000 | -2.7% | 1,393 | 0.0% | 0.04% | -2.3% |
Q3 2018 | $224,000 | +7.2% | 1,393 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $209,000 | – | 1,393 | – | 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% |