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 | $66,024,586 | -1.7% | 242,461 | +2.1% | 0.74% | -3.8% |
Q2 2023 | $67,170,649 | +14.0% | 237,386 | +0.5% | 0.77% | +6.4% |
Q1 2023 | $58,946,934 | -0.3% | 236,317 | -14.9% | 0.72% | -8.5% |
Q4 2022 | $59,148,986 | +9.8% | 277,551 | +10.2% | 0.79% | -4.6% |
Q3 2022 | $53,869,000 | +0.0% | 251,785 | +4.2% | 0.83% | +1.8% |
Q2 2022 | $53,850,000 | -13.0% | 241,598 | +12.3% | 0.81% | -4.5% |
Q1 2022 | $61,878,000 | -2.3% | 215,097 | +9.0% | 0.85% | -11.0% |
Q4 2021 | $63,361,000 | +15.1% | 197,421 | +4.2% | 0.96% | +4.0% |
Q3 2021 | $55,032,000 | +6.5% | 189,486 | +5.1% | 0.92% | -2.1% |
Q2 2021 | $51,697,000 | +17.6% | 180,333 | +5.5% | 0.94% | -0.6% |
Q1 2021 | $43,952,000 | -15.8% | 170,877 | -17.0% | 0.94% | -23.9% |
Q4 2020 | $52,181,000 | -11.5% | 205,925 | -20.5% | 1.24% | +31.2% |
Q3 2020 | $58,962,000 | +103.5% | 259,031 | +80.6% | 0.95% | +13.3% |
Q2 2020 | $28,968,000 | +73.5% | 143,398 | +34.6% | 0.84% | +67.7% |
Q1 2020 | $16,701,000 | -17.9% | 106,523 | -4.6% | 0.50% | +5.5% |
Q4 2019 | $20,338,000 | +30.8% | 111,679 | +19.5% | 0.47% | -25.0% |
Q3 2019 | $15,543,000 | +6.8% | 93,471 | +4.9% | 0.63% | -2.0% |
Q2 2019 | $14,557,000 | +25.6% | 89,094 | +20.2% | 0.64% | +4.2% |
Q1 2019 | $11,593,000 | +29.7% | 74,117 | +11.4% | 0.62% | -59.0% |
Q4 2018 | $8,940,000 | – | 66,511 | – | 1.50% | – |
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% |