VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 296 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 0.57 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $2,000 | -33.3% | 11 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $3,000 | -25.0% | 11 | 0.0% | 0.00% | -50.0% |
Q4 2021 | $4,000 | +33.3% | 11 | 0.0% | 0.00% | +100.0% |
Q3 2021 | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $3,000 | +50.0% | 11 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $2,000 | -80.0% | 11 | -80.0% | 0.00% | -66.7% |
Q4 2019 | $10,000 | +11.1% | 55 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $9,000 | -25.0% | 55 | -24.7% | 0.00% | -25.0% |
Q2 2019 | $12,000 | -40.0% | 73 | -41.6% | 0.00% | -42.9% |
Q1 2019 | $20,000 | -13.0% | 125 | -26.5% | 0.01% | -12.5% |
Q4 2018 | $23,000 | +109.1% | 170 | +139.4% | 0.01% | +166.7% |
Q3 2018 | $11,000 | +57.1% | 71 | +57.8% | 0.00% | +50.0% |
Q2 2018 | $7,000 | +16.7% | 45 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $6,000 | +20.0% | 45 | -10.0% | 0.00% | 0.0% |
Q1 2015 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $5,000 | – | 50 | – | 0.00% | – |
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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% |