VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $469,637 | -8.2% | 1,725 | -4.5% | 0.28% | +268.8% |
Q2 2023 | $511,340 | +12.2% | 1,807 | -1.1% | 0.08% | -7.2% |
Q1 2023 | $455,611 | +14.6% | 1,827 | -2.0% | 0.08% | -57.9% |
Q4 2022 | $397,415 | -1.1% | 1,865 | -0.8% | 0.20% | -33.4% |
Q3 2022 | $402,000 | -6.1% | 1,880 | -2.0% | 0.30% | +3.9% |
Q2 2022 | $428,000 | -23.0% | 1,918 | -0.9% | 0.28% | +193.8% |
Q1 2022 | $556,000 | -21.4% | 1,935 | -12.2% | 0.10% | -15.7% |
Q4 2021 | $707,000 | -17.4% | 2,203 | -25.3% | 0.12% | +4.5% |
Q3 2021 | $856,000 | -39.8% | 2,950 | -40.5% | 0.11% | -48.4% |
Q2 2021 | $1,422,000 | +2.2% | 4,958 | -8.5% | 0.21% | +86.8% |
Q1 2021 | $1,392,000 | -15.9% | 5,416 | -17.1% | 0.11% | -54.8% |
Q4 2020 | $1,655,000 | +10.6% | 6,531 | -0.6% | 0.25% | -44.4% |
Q3 2020 | $1,496,000 | +14.5% | 6,570 | +1.6% | 0.45% | +34.4% |
Q2 2020 | $1,307,000 | +36.9% | 6,466 | +6.1% | 0.34% | -61.3% |
Q1 2020 | $955,000 | -25.4% | 6,092 | -13.3% | 0.87% | +268.6% |
Q4 2019 | $1,280,000 | +4.7% | 7,024 | -4.4% | 0.24% | -18.1% |
Q3 2019 | $1,222,000 | +0.5% | 7,350 | -1.3% | 0.29% | +84.6% |
Q2 2019 | $1,216,000 | +36.9% | 7,445 | +31.1% | 0.16% | +90.2% |
Q1 2019 | $888,000 | +21.8% | 5,678 | +4.6% | 0.08% | -74.1% |
Q4 2018 | $729,000 | -28.7% | 5,429 | -14.5% | 0.32% | -19.9% |
Q3 2018 | $1,023,000 | +3.9% | 6,350 | -3.5% | 0.40% | +70.0% |
Q2 2018 | $985,000 | +10.2% | 6,577 | +4.4% | 0.23% | -19.4% |
Q1 2018 | $894,000 | +17.5% | 6,299 | +16.4% | 0.29% | +18.0% |
Q4 2017 | $761,000 | +20.8% | 5,412 | +14.0% | 0.24% | +48.5% |
Q3 2017 | $630,000 | +4.5% | 4,746 | -0.1% | 0.16% | -1.2% |
Q2 2017 | $603,000 | +40.9% | 4,749 | +35.0% | 0.17% | -2.9% |
Q1 2017 | $428,000 | – | 3,518 | – | 0.17% | – |
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% |