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 | $949,817 | -3.8% | 3,488 | 0.0% | 0.57% | -9.4% |
Q2 2023 | $986,964 | +13.2% | 3,488 | -0.2% | 0.63% | +3.8% |
Q1 2023 | $871,543 | +17.3% | 3,494 | +0.2% | 0.60% | +12.3% |
Q4 2022 | $742,901 | +25.3% | 3,486 | +25.8% | 0.54% | -13.2% |
Q3 2022 | $593,000 | -10.2% | 2,771 | -6.4% | 0.62% | -26.5% |
Q2 2022 | $660,000 | -22.9% | 2,960 | -0.6% | 0.84% | -5.7% |
Q1 2022 | $856,000 | -10.5% | 2,978 | 0.0% | 0.89% | -12.5% |
Q4 2021 | $956,000 | +10.6% | 2,978 | 0.0% | 1.02% | -29.5% |
Q3 2021 | $864,000 | +1.2% | 2,978 | 0.0% | 1.45% | +11.5% |
Q2 2021 | $854,000 | +22.2% | 2,978 | +9.6% | 1.30% | +4.8% |
Q1 2021 | $699,000 | +61.4% | 2,718 | +59.1% | 1.24% | +31.6% |
Q4 2020 | $433,000 | – | 1,708 | – | 0.94% | – |
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% |