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 | $1,111,569 | -9.3% | 4,082 | -5.8% | 0.82% | -6.4% |
Q2 2023 | $1,225,783 | +159092.6% | 4,332 | +19.9% | 0.88% | +56.5% |
Q4 2022 | $770 | -99.9% | 3,613 | -0.3% | 0.56% | -19.8% |
Q3 2022 | $776,000 | -2.6% | 3,625 | +1.4% | 0.70% | +5.6% |
Q2 2022 | $797,000 | -22.5% | 3,575 | 0.0% | 0.66% | -7.8% |
Q1 2022 | $1,028,000 | -37.4% | 3,575 | -30.2% | 0.72% | -35.3% |
Q4 2021 | $1,643,000 | +10.2% | 5,120 | -0.4% | 1.11% | -3.1% |
Q3 2021 | $1,491,000 | +5.7% | 5,140 | -6.4% | 1.14% | -2.9% |
Q1 2021 | $1,411,000 | -4.7% | 5,490 | -6.1% | 1.18% | -10.4% |
Q4 2020 | $1,481,000 | +11.4% | 5,845 | 0.0% | 1.31% | -2.3% |
Q3 2020 | $1,330,000 | -77.5% | 5,845 | -80.0% | 1.34% | -0.4% |
Q2 2020 | $5,905,000 | +53.6% | 29,225 | +19.0% | 1.35% | +31.6% |
Q1 2020 | $3,845,000 | +1169.0% | 24,550 | +1374.5% | 1.02% | +233.6% |
Q4 2019 | $303,000 | +10.6% | 1,665 | +1.2% | 0.31% | -3.8% |
Q3 2019 | $274,000 | +30.5% | 1,646 | +28.0% | 0.32% | +29.1% |
Q2 2019 | $210,000 | +4.5% | 1,286 | 0.0% | 0.25% | -2.0% |
Q1 2019 | $201,000 | -4.3% | 1,286 | -1.2% | 0.25% | +3.7% |
Q3 2018 | $210,000 | – | 1,301 | – | 0.24% | – |
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% |