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 | $776,980 | +2.6% | 2,853 | +6.6% | 0.10% | +5.6% |
Q2 2023 | $757,435 | +40.9% | 2,677 | +24.2% | 0.09% | +34.3% |
Q1 2023 | $537,623 | +71.2% | 2,155 | +47.0% | 0.07% | +48.9% |
Q3 2022 | $314,000 | -7.1% | 1,466 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $338,000 | -19.9% | 1,466 | -8.9% | 0.04% | -13.5% |
Q1 2022 | $422,000 | -44.7% | 1,609 | -32.3% | 0.05% | -40.2% |
Q4 2021 | $763,000 | +24.5% | 2,377 | +12.5% | 0.09% | +6.1% |
Q3 2021 | $613,000 | -3.2% | 2,113 | 0.0% | 0.08% | -11.8% |
Q2 2021 | $633,000 | +25.3% | 2,113 | +7.6% | 0.09% | +13.4% |
Q1 2021 | $505,000 | 0.0% | 1,963 | +0.6% | 0.08% | -5.7% |
Q4 2020 | $505,000 | +31.9% | 1,952 | +15.9% | 0.09% | +13.0% |
Q3 2020 | $383,000 | +20.8% | 1,684 | +7.3% | 0.08% | 0.0% |
Q2 2020 | $317,000 | +29.4% | 1,569 | +0.1% | 0.08% | +35.1% |
Q1 2020 | $245,000 | -14.0% | 1,567 | +0.2% | 0.06% | -1.7% |
Q4 2019 | $285,000 | – | 1,564 | – | 0.06% | – |
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% |