VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $10,000 | +11.1% | 32 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $9,000 | 0.0% | 32 | 0.0% | 0.01% | +16.7% |
Q2 2021 | $9,000 | -73.5% | 32 | -75.8% | 0.01% | -66.7% |
Q1 2021 | $34,000 | +3.0% | 132 | 0.0% | 0.02% | -14.3% |
Q4 2020 | $33,000 | -19.5% | 132 | -27.5% | 0.02% | -27.6% |
Q3 2020 | $41,000 | +10.8% | 182 | 0.0% | 0.03% | -3.3% |
Q2 2020 | $37,000 | +27.6% | 182 | 0.0% | 0.03% | +7.1% |
Q1 2020 | $29,000 | -12.1% | 182 | 0.0% | 0.03% | +40.0% |
Q4 2019 | $33,000 | +32.0% | 182 | +21.3% | 0.02% | +33.3% |
Q3 2019 | $25,000 | 0.0% | 150 | 0.0% | 0.02% | +7.1% |
Q2 2019 | $25,000 | +8.7% | 150 | 0.0% | 0.01% | +7.7% |
Q1 2019 | $23,000 | +15.0% | 150 | 0.0% | 0.01% | +18.2% |
Q4 2018 | $20,000 | -16.7% | 150 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $24,000 | +9.1% | 150 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $22,000 | -50.0% | 150 | -51.9% | 0.01% | -52.2% |
Q1 2018 | $44,000 | -4.3% | 312 | -4.0% | 0.02% | +4.5% |
Q4 2017 | $46,000 | +7.0% | 325 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $43,000 | +4.9% | 325 | 0.0% | 0.02% | +10.0% |
Q2 2017 | $41,000 | +2.5% | 325 | 0.0% | 0.02% | -9.1% |
Q1 2017 | $40,000 | +11.1% | 325 | 0.0% | 0.02% | +15.8% |
Q4 2016 | $36,000 | 0.0% | 325 | 0.0% | 0.02% | 0.0% |
Q3 2016 | $36,000 | +2.9% | 325 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $35,000 | 0.0% | 325 | 0.0% | 0.02% | +5.6% |
Q1 2016 | $35,000 | – | 325 | – | 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% |