VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $151,949 | +15.2% | 558 | +19.7% | 0.02% | +23.5% |
Q2 2023 | $131,859 | +13.4% | 466 | 0.0% | 0.02% | +13.3% |
Q1 2023 | $116,239 | +90007.8% | 466 | -22.7% | 0.02% | -11.8% |
Q4 2022 | $129 | -99.9% | 603 | -22.5% | 0.02% | -29.2% |
Q3 2022 | $166,000 | -4.0% | 778 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $173,000 | 0.0% | 778 | +29.0% | 0.02% | +20.0% |
Q1 2022 | $173,000 | -10.8% | 603 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $194,000 | +10.9% | 603 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $175,000 | -6.4% | 603 | -7.7% | 0.02% | 0.0% |
Q2 2021 | $187,000 | +11.3% | 653 | 0.0% | 0.02% | +5.3% |
Q1 2021 | $168,000 | +51.4% | 653 | +49.4% | 0.02% | +46.2% |
Q4 2020 | $111,000 | +4.7% | 437 | -45.2% | 0.01% | -13.3% |
Q3 2017 | $106,000 | +5.0% | 797 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $101,000 | +4.1% | 797 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $97,000 | – | 797 | – | 0.02% | – |
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% |