VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,263,247 | -13.5% | 4,639 | -10.1% | 0.28% | -11.5% |
Q2 2023 | $1,459,791 | -16.5% | 5,159 | -26.4% | 0.31% | -19.7% |
Q1 2023 | $1,747,577 | +22.9% | 7,006 | +5.0% | 0.39% | +19.9% |
Q4 2022 | $1,421,444 | -0.7% | 6,670 | -0.3% | 0.33% | -15.8% |
Q3 2022 | $1,432,000 | -3.8% | 6,691 | +0.1% | 0.39% | +1.8% |
Q2 2022 | $1,489,000 | -20.8% | 6,682 | +2.3% | 0.38% | -2.6% |
Q1 2022 | $1,879,000 | -10.4% | 6,532 | -0.0% | 0.39% | -8.9% |
Q4 2021 | $2,097,000 | +8.9% | 6,534 | -1.5% | 0.43% | -0.2% |
Q3 2021 | $1,925,000 | +1.2% | 6,635 | 0.0% | 0.43% | -5.7% |
Q2 2021 | $1,903,000 | +11.6% | 6,635 | 0.0% | 0.46% | -4.2% |
Q1 2021 | $1,705,000 | +1.2% | 6,635 | -0.3% | 0.48% | -8.1% |
Q4 2020 | $1,685,000 | +11.1% | 6,652 | -0.2% | 0.52% | -6.5% |
Q3 2020 | $1,517,000 | +12.3% | 6,664 | -0.3% | 0.55% | +9.3% |
Q2 2020 | $1,351,000 | +28.9% | 6,687 | 0.0% | 0.51% | +8.8% |
Q1 2020 | $1,048,000 | -16.1% | 6,687 | -2.5% | 0.46% | +5.0% |
Q4 2019 | $1,249,000 | +11.9% | 6,857 | +2.2% | 0.44% | +3.5% |
Q3 2019 | $1,116,000 | +1.6% | 6,712 | -0.2% | 0.43% | -4.5% |
Q2 2019 | $1,098,000 | +3.8% | 6,723 | -0.6% | 0.45% | -3.0% |
Q1 2019 | $1,058,000 | +15.9% | 6,765 | -0.4% | 0.46% | +6.0% |
Q4 2018 | $913,000 | -17.0% | 6,794 | -0.6% | 0.44% | -8.0% |
Q3 2018 | $1,100,000 | -0.7% | 6,832 | -7.6% | 0.47% | -6.5% |
Q2 2018 | $1,108,000 | +2.6% | 7,397 | -2.8% | 0.51% | +2.6% |
Q1 2018 | $1,080,000 | +1.5% | 7,612 | +0.7% | 0.49% | +3.3% |
Q4 2017 | $1,064,000 | -2.8% | 7,562 | -8.3% | 0.48% | -8.8% |
Q3 2017 | $1,095,000 | -2.0% | 8,247 | -6.2% | 0.52% | -53.0% |
Q2 2017 | $1,117,000 | +89.6% | 8,792 | +81.7% | 1.11% | +232.5% |
Q1 2017 | $589,000 | – | 4,839 | – | 0.34% | – |
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% |