VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 733 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $488,252 | -3.1% | 1,793 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $503,851 | +14.6% | 1,793 | +1.7% | 0.04% | +11.8% |
Q1 2023 | $439,763 | +17.0% | 1,763 | 0.0% | 0.03% | +13.3% |
Q4 2022 | $375,713 | +35.6% | 1,763 | +36.3% | 0.03% | +25.0% |
Q3 2022 | $277,000 | -7.0% | 1,293 | -3.4% | 0.02% | -4.0% |
Q2 2022 | $298,000 | -25.3% | 1,338 | -3.6% | 0.02% | -16.7% |
Q1 2022 | $399,000 | -10.7% | 1,388 | -0.3% | 0.03% | -9.1% |
Q4 2021 | $447,000 | +10.9% | 1,392 | +0.3% | 0.03% | +3.1% |
Q3 2021 | $403,000 | +1.3% | 1,388 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $398,000 | +9.3% | 1,388 | -2.1% | 0.03% | +3.2% |
Q1 2021 | $364,000 | -5.9% | 1,418 | -7.1% | 0.03% | -11.4% |
Q4 2020 | $387,000 | +12.2% | 1,527 | +0.7% | 0.04% | 0.0% |
Q3 2020 | $345,000 | +12.7% | 1,516 | 0.0% | 0.04% | +2.9% |
Q2 2020 | $306,000 | +36.0% | 1,516 | +5.6% | 0.03% | +13.3% |
Q1 2020 | $225,000 | -14.1% | 1,436 | 0.0% | 0.03% | 0.0% |
Q4 2019 | $262,000 | +20.2% | 1,436 | +9.4% | 0.03% | +7.1% |
Q3 2019 | $218,000 | +1.4% | 1,313 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $215,000 | +4.9% | 1,313 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $205,000 | -8.9% | 1,313 | -6.2% | 0.03% | -17.6% |
Q3 2018 | $225,000 | +7.1% | 1,400 | 0.0% | 0.03% | +6.2% |
Q2 2018 | $210,000 | – | 1,400 | – | 0.03% | – |
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% |