VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,000 | +2.0% | 1,110 | +6.2% | 0.13% | 0.0% |
| Q2 2023 | $296,000 | +13.4% | 1,045 | 0.0% | 0.13% | +3.1% |
| Q1 2023 | $261,000 | +17.0% | 1,045 | 0.0% | 0.13% | +3.3% |
| Q4 2022 | $223,000 | -22.3% | 1,045 | -22.0% | 0.12% | -32.4% |
| Q3 2022 | $287,000 | +23.2% | 1,340 | +28.2% | 0.18% | +26.4% |
| Q2 2022 | $233,000 | -30.4% | 1,045 | 0.0% | 0.14% | -19.1% |
| Q1 2022 | $335,000 | 0.0% | 1,045 | 0.0% | 0.18% | 0.0% |
| Q4 2021 | $335,000 | +5.7% | 1,045 | -4.5% | 0.18% | -2.2% |
| Q3 2021 | $317,000 | +1.0% | 1,094 | 0.0% | 0.18% | +3.4% |
| Q2 2021 | $314,000 | +11.7% | 1,094 | 0.0% | 0.18% | +4.8% |
| Q1 2021 | $281,000 | +1.4% | 1,094 | 0.0% | 0.17% | -10.6% |
| Q4 2020 | $277,000 | +11.2% | 1,094 | 0.0% | 0.19% | -0.5% |
| Q3 2020 | $249,000 | +12.7% | 1,094 | 0.0% | 0.19% | +7.4% |
| Q2 2020 | $221,000 | +4.7% | 1,094 | -9.7% | 0.18% | -1.1% |
| Q1 2020 | $211,000 | +42.6% | 1,212 | +22.3% | 0.18% | +50.8% |
| Q2 2018 | $148,000 | -8.6% | 991 | -14.1% | 0.12% | -15.7% |
| Q4 2017 | $162,000 | +5.9% | 1,154 | 0.0% | 0.14% | +3.7% |
| Q3 2017 | $153,000 | – | 1,154 | – | 0.14% | – |
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% |