VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $3,184,818 | +24.2% | 11,255 | +9.5% | 0.05% | +16.7% |
Q1 2023 | $2,564,178 | +19.6% | 10,280 | +2.2% | 0.04% | +13.5% |
Q4 2022 | $2,144,056 | -41.3% | 10,061 | -41.1% | 0.04% | -47.9% |
Q3 2022 | $3,653,000 | +6.0% | 17,073 | +10.4% | 0.07% | +14.5% |
Q2 2022 | $3,446,000 | -15.5% | 15,461 | +9.1% | 0.06% | -1.6% |
Q1 2022 | $4,076,000 | -7.0% | 14,173 | +3.7% | 0.06% | -3.1% |
Q4 2021 | $4,384,000 | +12.3% | 13,661 | +1.5% | 0.06% | +3.2% |
Q3 2021 | $3,904,000 | +14.3% | 13,453 | +13.0% | 0.06% | +14.5% |
Q2 2021 | $3,415,000 | +167.2% | 11,908 | +139.5% | 0.06% | +150.0% |
Q1 2021 | $1,278,000 | +50.5% | 4,973 | +48.4% | 0.02% | +37.5% |
Q4 2020 | $849,000 | +12.2% | 3,350 | +0.7% | 0.02% | +6.7% |
Q3 2020 | $757,000 | +138.1% | 3,326 | +111.4% | 0.02% | +114.3% |
Q2 2020 | $318,000 | +36.5% | 1,573 | +5.6% | 0.01% | +16.7% |
Q1 2020 | $233,000 | -14.0% | 1,489 | 0.0% | 0.01% | +20.0% |
Q4 2019 | $271,000 | +9.3% | 1,489 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $248,000 | +2.1% | 1,489 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $243,000 | +4.3% | 1,489 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $233,000 | +0.9% | 1,489 | +3.8% | 0.01% | 0.0% |
Q3 2018 | $231,000 | +7.4% | 1,435 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $215,000 | +5.4% | 1,435 | 0.0% | 0.01% | +25.0% |
Q1 2018 | $204,000 | +1.0% | 1,435 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $202,000 | +18.8% | 1,435 | -21.4% | 0.00% | 0.0% |
Q4 2013 | $170,000 | – | 1,826 | – | 0.00% | – |
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% |