VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,179,921 | -1.6% | 55,745 | +2.3% | 2.02% | +3.3% |
Q2 2023 | $15,422,735 | +1518.6% | 54,505 | +1326.8% | 1.95% | +1450.8% |
Q1 2023 | $952,861 | -70.9% | 3,820 | -75.2% | 0.13% | -72.5% |
Q4 2022 | $3,278,697 | -59.9% | 15,385 | -59.7% | 0.46% | -63.8% |
Q3 2022 | $8,175,000 | -15.9% | 38,210 | -12.4% | 1.26% | -12.5% |
Q2 2022 | $9,719,000 | +891.7% | 43,605 | +1178.7% | 1.45% | +1038.6% |
Q1 2022 | $980,000 | -93.4% | 3,410 | -92.6% | 0.13% | -93.0% |
Q4 2021 | $14,835,000 | +12.3% | 46,230 | +1.6% | 1.80% | +9.1% |
Q3 2021 | $13,207,000 | +887.8% | 45,515 | +775.3% | 1.65% | +742.9% |
Q1 2021 | $1,337,000 | +55.3% | 5,200 | +52.9% | 0.20% | +50.8% |
Q4 2020 | $861,000 | -60.3% | 3,400 | -75.5% | 0.13% | -63.6% |
Q1 2020 | $2,170,000 | -14.0% | 13,850 | 0.0% | 0.36% | -3.8% |
Q4 2019 | $2,523,000 | +9.6% | 13,850 | 0.0% | 0.37% | +4.8% |
Q3 2019 | $2,303,000 | +153.9% | 13,850 | +149.5% | 0.35% | +149.3% |
Q2 2019 | $907,000 | -5.9% | 5,550 | -39.9% | 0.14% | -58.4% |
Q4 2014 | $964,000 | – | 9,230 | – | 0.34% | – |
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% |