VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $236,694 | -9.6% | 905 | -2.2% | 0.09% | -2.2% |
Q2 2023 | $261,738 | +13.4% | 925 | 0.0% | 0.09% | +12.5% |
Q1 2023 | $230,732 | -25.6% | 925 | -36.2% | 0.08% | -33.3% |
Q3 2022 | $310,000 | -4.0% | 1,450 | 0.0% | 0.12% | -0.8% |
Q2 2022 | $323,000 | -22.5% | 1,450 | 0.0% | 0.12% | -6.9% |
Q1 2022 | $417,000 | -16.1% | 1,450 | -6.5% | 0.13% | -11.0% |
Q4 2021 | $497,000 | +3.8% | 1,550 | -6.1% | 0.15% | -0.7% |
Q3 2021 | $479,000 | +1.3% | 1,650 | 0.0% | 0.15% | +2.8% |
Q2 2021 | $473,000 | +11.6% | 1,650 | 0.0% | 0.14% | +1.4% |
Q1 2021 | $424,000 | -4.3% | 1,650 | -5.7% | 0.14% | -17.1% |
Q4 2020 | $443,000 | +11.3% | 1,750 | 0.0% | 0.17% | +2.4% |
Q3 2020 | $398,000 | +12.7% | 1,750 | 0.0% | 0.17% | +8.5% |
Q2 2020 | $353,000 | +28.8% | 1,750 | 0.0% | 0.15% | +2.0% |
Q1 2020 | $274,000 | -13.8% | 1,750 | 0.0% | 0.15% | +11.1% |
Q4 2019 | $318,000 | +9.7% | 1,750 | 0.0% | 0.14% | +6.3% |
Q3 2019 | $290,000 | +1.8% | 1,750 | 0.0% | 0.13% | -12.4% |
Q2 2019 | $285,000 | +4.4% | 1,750 | 0.0% | 0.14% | +3.6% |
Q1 2019 | $273,000 | – | 1,750 | – | 0.14% | – |
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% |