VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $227,651 | +7.0% | 836 | +11.2% | 0.02% | +13.3% |
Q2 2023 | $212,786 | +2.3% | 752 | -19.4% | 0.02% | -6.2% |
Q2 2022 | $208,000 | -18.4% | 933 | +5.4% | 0.02% | -5.9% |
Q1 2022 | $255,000 | -12.4% | 885 | -2.5% | 0.02% | -10.5% |
Q4 2021 | $291,000 | +10.6% | 908 | 0.0% | 0.02% | +5.6% |
Q3 2021 | $263,000 | +1.2% | 908 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $260,000 | +9.7% | 908 | -1.6% | 0.02% | 0.0% |
Q1 2021 | $237,000 | -1.2% | 923 | -2.6% | 0.02% | -5.3% |
Q4 2020 | $240,000 | +4.8% | 948 | -6.1% | 0.02% | -5.0% |
Q3 2020 | $229,000 | +12.3% | 1,010 | 0.0% | 0.02% | +5.3% |
Q2 2020 | $204,000 | – | 1,010 | – | 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% |