VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $224,656 | -44.6% | 825 | -42.4% | 0.00% | -50.0% |
Q2 2023 | $405,482 | +13.4% | 1,433 | 0.0% | 0.00% | +100.0% |
Q1 2023 | $357,448 | +2.2% | 1,433 | -12.7% | 0.00% | 0.0% |
Q4 2022 | $349,714 | +74.9% | 1,641 | +82.7% | 0.00% | 0.0% |
Q2 2022 | $200,000 | -22.5% | 898 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $258,000 | -43.4% | 898 | -36.8% | 0.00% | 0.0% |
Q4 2021 | $456,000 | -1.5% | 1,422 | -10.8% | 0.00% | -50.0% |
Q3 2021 | $463,000 | -42.3% | 1,594 | -43.1% | 0.00% | -33.3% |
Q2 2021 | $803,000 | +49.3% | 2,799 | +33.7% | 0.00% | +50.0% |
Q1 2021 | $538,000 | -24.6% | 2,094 | -25.7% | 0.00% | -33.3% |
Q4 2020 | $714,000 | +116.4% | 2,820 | +94.5% | 0.00% | +200.0% |
Q3 2020 | $330,000 | -18.3% | 1,450 | -27.5% | 0.00% | -50.0% |
Q2 2020 | $404,000 | +6.9% | 2,000 | -17.1% | 0.00% | 0.0% |
Q1 2020 | $378,000 | -29.2% | 2,414 | -17.8% | 0.00% | 0.0% |
Q4 2019 | $534,000 | +9.4% | 2,935 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $488,000 | -37.6% | 2,935 | -38.7% | 0.00% | -33.3% |
Q2 2019 | $782,000 | -12.7% | 4,787 | -12.5% | 0.00% | -25.0% |
Q1 2019 | $896,000 | +20.8% | 5,470 | -0.9% | 0.00% | 0.0% |
Q4 2018 | $742,000 | +251.7% | 5,519 | +173.1% | 0.00% | +300.0% |
Q1 2015 | $211,000 | 0.0% | 2,021 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $211,000 | +5.0% | 2,021 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $201,000 | – | 2,021 | – | 0.00% | – |
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% |