VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $259,784 | -5.7% | 954 | -2.1% | 0.04% | 0.0% |
Q2 2023 | $275,603 | +0.5% | 974 | -11.4% | 0.04% | -7.1% |
Q1 2023 | $274,135 | +17.0% | 1,099 | 0.0% | 0.04% | +5.0% |
Q4 2022 | $234,208 | +12.1% | 1,099 | +12.3% | 0.04% | +5.3% |
Q3 2022 | $209,000 | -4.1% | 979 | 0.0% | 0.04% | -2.6% |
Q2 2022 | $218,000 | -22.7% | 979 | 0.0% | 0.04% | -9.3% |
Q1 2022 | $282,000 | -10.2% | 979 | 0.0% | 0.04% | -4.4% |
Q4 2021 | $314,000 | +7.9% | 979 | -2.5% | 0.04% | -4.3% |
Q3 2021 | $291,000 | +1.0% | 1,004 | 0.0% | 0.05% | 0.0% |
Q2 2021 | $288,000 | +11.6% | 1,004 | 0.0% | 0.05% | +4.4% |
Q1 2021 | $258,000 | +1.6% | 1,004 | 0.0% | 0.04% | -8.2% |
Q4 2020 | $254,000 | +10.9% | 1,004 | 0.0% | 0.05% | -5.8% |
Q3 2020 | $229,000 | +12.8% | 1,004 | 0.0% | 0.05% | +6.1% |
Q2 2020 | $203,000 | -49.4% | 1,004 | -59.7% | 0.05% | -46.7% |
Q3 2018 | $401,000 | -1.7% | 2,492 | -19.0% | 0.09% | -17.1% |
Q3 2017 | $408,000 | – | 3,075 | – | 0.11% | – |
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% |