VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,131,566 | -3.8% | 37,206 | 0.0% | 2.43% | -0.5% |
Q2 2023 | $10,527,810 | +13.4% | 37,206 | 0.0% | 2.44% | +7.9% |
Q1 2023 | $9,280,665 | +17.0% | 37,206 | 0.0% | 2.26% | +14.0% |
Q4 2022 | $7,928,971 | -0.4% | 37,206 | +0.0% | 1.98% | -8.9% |
Q3 2022 | $7,958,000 | -4.0% | 37,194 | +0.0% | 2.18% | +2.5% |
Q2 2022 | $8,289,000 | -22.5% | 37,187 | +0.0% | 2.12% | -9.3% |
Q1 2022 | $10,694,000 | -60.2% | 37,182 | -55.6% | 2.34% | -57.9% |
Q4 2021 | $26,853,000 | -18.6% | 83,679 | -26.4% | 5.56% | -21.4% |
Q3 2021 | $32,997,000 | +1.2% | 113,716 | 0.0% | 7.08% | +2.6% |
Q2 2021 | $32,615,000 | +11.6% | 113,716 | -0.0% | 6.90% | +5.8% |
Q1 2021 | $29,230,000 | +1.3% | 113,717 | -0.2% | 6.52% | -3.3% |
Q4 2020 | $28,860,000 | +11.3% | 113,918 | -0.0% | 6.74% | -2.2% |
Q3 2020 | $25,939,000 | +12.6% | 113,962 | 0.0% | 6.90% | +2.1% |
Q2 2020 | $23,031,000 | +29.8% | 113,962 | +0.6% | 6.75% | +9.8% |
Q1 2020 | $17,746,000 | -14.0% | 113,253 | 0.0% | 6.15% | -1.4% |
Q4 2019 | $20,631,000 | +9.5% | 113,253 | -0.0% | 6.24% | +3.1% |
Q3 2019 | $18,836,000 | +1.8% | 113,280 | 0.0% | 6.05% | -5.6% |
Q2 2019 | $18,509,000 | +4.5% | 113,280 | 0.0% | 6.41% | +1.4% |
Q1 2019 | $17,719,000 | +16.4% | 113,280 | -0.1% | 6.32% | +29.7% |
Q4 2018 | $15,226,000 | -10.3% | 113,348 | 0.0% | 4.87% | -10.9% |
Q2 2018 | $16,981,000 | +5.5% | 113,348 | -0.1% | 5.47% | +2.5% |
Q1 2018 | $16,092,000 | +0.9% | 113,418 | 0.0% | 5.34% | +1.9% |
Q4 2017 | $15,952,000 | – | 113,418 | – | 5.24% | – |
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% |