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 | $356,726 | -3.8% | 1,310 | 0.0% | 0.26% | +0.8% |
Q2 2023 | $370,678 | +13.4% | 1,310 | 0.0% | 0.26% | +9.1% |
Q1 2023 | $326,766 | +17.0% | 1,310 | 0.0% | 0.24% | +12.6% |
Q4 2022 | $279,174 | -0.3% | 1,310 | 0.0% | 0.21% | -8.5% |
Q3 2022 | $280,000 | -4.1% | 1,310 | 0.0% | 0.23% | +7.3% |
Q2 2022 | $292,000 | -22.5% | 1,310 | 0.0% | 0.22% | -6.8% |
Q1 2022 | $377,000 | -15.1% | 1,310 | -5.4% | 0.23% | -7.1% |
Q4 2021 | $444,000 | +10.4% | 1,385 | 0.0% | 0.25% | -1.9% |
Q3 2021 | $402,000 | -2.4% | 1,385 | -3.5% | 0.26% | -2.7% |
Q2 2021 | $412,000 | +12.6% | 1,435 | +0.7% | 0.26% | +6.0% |
Q1 2021 | $366,000 | +11.2% | 1,425 | +9.6% | 0.25% | +5.1% |
Q4 2020 | $329,000 | -3.5% | 1,300 | -13.3% | 0.24% | -8.8% |
Q3 2020 | $341,000 | +4.3% | 1,500 | -7.4% | 0.26% | -2.6% |
Q2 2020 | $327,000 | – | 1,620 | – | 0.27% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 154,653 | $39,752,000 | 30.97% |
Merit Financial Group, LLC | 1,049,384 | $269,734,000 | 28.22% |
CABANA LLC | 2,915 | $749,000 | 27.38% |
Peninsula Wealth, LLC | 247,386 | $63,588,000 | 22.79% |
Permanens Capital L.P. | 429,079 | $110,290,000 | 22.66% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 158,167 | $40,655,000 | 20.03% |
Mosaic Family Wealth, LLC | 263,028 | $67,609,000 | 19.53% |
Corrigan Financial, Inc. | 218,046 | $56,046,549 | 18.73% |
TL Private Wealth | 110,965 | $30,198,000 | 18.52% |
Benchmark Wealth Management, LLC | 92,253 | $23,713,000 | 17.59% |