VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $421,808 | -3.8% | 1,549 | 0.0% | 0.04% | -10.3% |
Q2 2023 | $438,305 | +13.4% | 1,549 | 0.0% | 0.04% | +11.4% |
Q1 2023 | $386,383 | +14.6% | 1,549 | -2.1% | 0.04% | +12.9% |
Q4 2022 | $337,140 | -9.6% | 1,582 | -9.2% | 0.03% | -16.2% |
Q3 2022 | $373,000 | -29.6% | 1,742 | -26.7% | 0.04% | -26.0% |
Q2 2022 | $530,000 | -24.8% | 2,377 | -3.1% | 0.05% | -15.3% |
Q1 2022 | $705,000 | -23.0% | 2,452 | -14.1% | 0.06% | -19.2% |
Q4 2021 | $916,000 | +10.4% | 2,854 | -0.2% | 0.07% | +1.4% |
Q3 2021 | $830,000 | -6.0% | 2,860 | -7.1% | 0.07% | -4.0% |
Q2 2021 | $883,000 | +121.9% | 3,077 | +98.6% | 0.08% | +108.3% |
Q1 2021 | $398,000 | +1.5% | 1,549 | 0.0% | 0.04% | -5.3% |
Q4 2020 | $392,000 | +11.0% | 1,549 | 0.0% | 0.04% | -2.6% |
Q3 2020 | $353,000 | +39.0% | 1,549 | +23.3% | 0.04% | +39.3% |
Q2 2020 | $254,000 | +10.0% | 1,256 | -1.0% | 0.03% | +21.7% |
Q4 2019 | $231,000 | +9.5% | 1,269 | 0.0% | 0.02% | +4.5% |
Q3 2019 | $211,000 | +1.9% | 1,269 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $207,000 | -13.0% | 1,269 | -16.5% | 0.02% | -15.4% |
Q1 2019 | $238,000 | +11800.0% | 1,519 | +11584.6% | 0.03% | – |
Q1 2017 | $2,000 | -80.0% | 13 | -85.6% | 0.00% | -100.0% |
Q4 2016 | $10,000 | – | 90 | – | 0.00% | – |
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% |