VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $767,476 | -17.5% | 2,818 | -14.3% | 0.04% | -10.0% |
Q2 2023 | $930,766 | +75.7% | 3,289 | +54.9% | 0.04% | +66.7% |
Q1 2023 | $529,658 | +1.3% | 2,123 | -13.5% | 0.02% | -4.0% |
Q4 2022 | $522,806 | -4.2% | 2,453 | -3.9% | 0.02% | -7.4% |
Q3 2022 | $546,000 | -5.9% | 2,552 | -2.0% | 0.03% | +3.8% |
Q2 2022 | $580,000 | -22.6% | 2,603 | -0.0% | 0.03% | -3.7% |
Q1 2022 | $749,000 | -17.3% | 2,604 | -7.8% | 0.03% | -12.9% |
Q4 2021 | $906,000 | +10.5% | 2,824 | -0.0% | 0.03% | 0.0% |
Q3 2021 | $820,000 | -1.1% | 2,825 | -2.2% | 0.03% | -3.1% |
Q2 2021 | $829,000 | +11.6% | 2,889 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $743,000 | -0.8% | 2,889 | -2.2% | 0.03% | -3.0% |
Q4 2020 | $749,000 | +13.3% | 2,955 | +1.7% | 0.03% | +6.5% |
Q3 2020 | $661,000 | +5.8% | 2,905 | -6.1% | 0.03% | -3.1% |
Q2 2020 | $625,000 | +148.0% | 3,095 | +92.4% | 0.03% | +113.3% |
Q1 2020 | $252,000 | -31.9% | 1,609 | -20.8% | 0.02% | -16.7% |
Q4 2019 | $370,000 | +38.1% | 2,031 | +26.1% | 0.02% | +28.6% |
Q3 2019 | $268,000 | – | 1,611 | – | 0.01% | – |
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% |