VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $543,292 | -3.6% | 1,995 | +0.1% | 0.15% | +0.7% |
Q2 2023 | $563,831 | +13.6% | 1,993 | +0.2% | 0.15% | +9.4% |
Q1 2023 | $496,374 | +14.0% | 1,990 | -2.6% | 0.14% | +9.5% |
Q4 2022 | $435,358 | -0.1% | 2,043 | +0.2% | 0.13% | -11.9% |
Q3 2022 | $436,000 | -1.6% | 2,039 | +2.6% | 0.14% | +5.1% |
Q2 2022 | $443,000 | -13.6% | 1,988 | +11.4% | 0.14% | 0.0% |
Q1 2022 | $513,000 | -10.3% | 1,784 | +0.1% | 0.14% | -3.5% |
Q4 2021 | $572,000 | +10.9% | 1,782 | +0.1% | 0.14% | -2.1% |
Q3 2021 | $516,000 | -9.0% | 1,780 | -10.0% | 0.14% | -8.3% |
Q2 2021 | $567,000 | +11.6% | 1,978 | +0.2% | 0.16% | +8.3% |
Q1 2021 | $508,000 | +13.1% | 1,975 | +11.4% | 0.14% | +4.3% |
Q4 2020 | $449,000 | +11.7% | 1,773 | +0.4% | 0.14% | +0.7% |
Q3 2020 | $402,000 | +12.9% | 1,766 | +0.2% | 0.14% | +0.7% |
Q2 2020 | $356,000 | +29.5% | 1,763 | +0.3% | 0.14% | +11.4% |
Q1 2020 | $275,000 | -14.1% | 1,758 | 0.0% | 0.12% | +8.8% |
Q4 2019 | $320,000 | +9.6% | 1,758 | +0.3% | 0.11% | +8.7% |
Q3 2019 | $292,000 | +2.5% | 1,753 | +0.5% | 0.10% | -1.0% |
Q2 2019 | $285,000 | +4.4% | 1,745 | 0.0% | 0.10% | -0.9% |
Q1 2019 | $273,000 | +16.7% | 1,745 | 0.0% | 0.11% | +3.9% |
Q4 2018 | $234,000 | – | 1,745 | – | 0.10% | – |
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% |