VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,675,088 | -3.0% | 20,841 | +0.8% | 0.44% | -4.1% |
Q2 2023 | $5,848,666 | +17.9% | 20,670 | +4.0% | 0.46% | +12.5% |
Q1 2023 | $4,958,880 | +16.5% | 19,880 | -0.5% | 0.41% | +6.8% |
Q4 2022 | $4,256,402 | -0.8% | 19,973 | -0.4% | 0.38% | -12.8% |
Q3 2022 | $4,290,000 | -0.9% | 20,050 | +3.2% | 0.44% | +2.8% |
Q2 2022 | $4,330,000 | -23.2% | 19,425 | -0.9% | 0.43% | -16.8% |
Q1 2022 | $5,635,000 | -11.6% | 19,592 | -1.4% | 0.51% | -10.6% |
Q4 2021 | $6,377,000 | +73.7% | 19,871 | +49.0% | 0.57% | +31.1% |
Q3 2021 | $3,672,000 | -3.6% | 13,340 | +0.4% | 0.44% | +18.1% |
Q2 2021 | $3,810,000 | +24.1% | 13,285 | +11.2% | 0.37% | +17.8% |
Q1 2021 | $3,070,000 | +117.1% | 11,942 | +113.9% | 0.31% | +102.6% |
Q4 2020 | $1,414,000 | +72.9% | 5,582 | +55.4% | 0.16% | +53.5% |
Q3 2020 | $818,000 | +12.8% | 3,593 | +0.1% | 0.10% | +5.2% |
Q2 2020 | $725,000 | +21.8% | 3,589 | -5.4% | 0.10% | +3.2% |
Q1 2020 | $595,000 | -20.9% | 3,795 | -8.1% | 0.09% | -10.6% |
Q4 2019 | $752,000 | +38.7% | 4,128 | +26.7% | 0.10% | +33.3% |
Q3 2019 | $542,000 | +355.5% | 3,259 | +348.9% | 0.08% | +333.3% |
Q2 2019 | $119,000 | +14.4% | 726 | +9.0% | 0.02% | +12.5% |
Q1 2019 | $104,000 | -28.3% | 666 | -31.4% | 0.02% | -33.3% |
Q2 2018 | $145,000 | +5.1% | 971 | 0.0% | 0.02% | +9.1% |
Q1 2018 | $138,000 | +0.7% | 971 | 0.0% | 0.02% | +4.8% |
Q4 2017 | $137,000 | – | 971 | – | 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% |