VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $468 | -27.4% | 1,718 | -24.7% | 0.10% | -23.8% |
Q2 2023 | $645 | +51.8% | 2,281 | +33.7% | 0.13% | +38.3% |
Q1 2023 | $425 | +13.6% | 1,706 | -2.8% | 0.09% | +5.6% |
Q4 2022 | $374 | -99.9% | 1,756 | -2.2% | 0.09% | -9.2% |
Q3 2022 | $385,000 | -4.0% | 1,795 | -0.3% | 0.10% | +2.1% |
Q2 2022 | $401,000 | -23.6% | 1,800 | -1.3% | 0.10% | -6.8% |
Q1 2022 | $525,000 | -10.9% | 1,824 | -0.6% | 0.10% | -5.5% |
Q4 2021 | $589,000 | +9.5% | 1,835 | -1.1% | 0.11% | -0.9% |
Q3 2021 | $538,000 | -1.5% | 1,855 | -2.6% | 0.11% | -1.8% |
Q2 2021 | $546,000 | +11.0% | 1,905 | -0.5% | 0.11% | +1.8% |
Q1 2021 | $492,000 | +1.4% | 1,915 | 0.0% | 0.11% | -3.5% |
Q4 2020 | $485,000 | +14.4% | 1,915 | +2.7% | 0.11% | +3.6% |
Q3 2020 | $424,000 | +12.5% | 1,865 | 0.0% | 0.11% | -0.9% |
Q2 2020 | $377,000 | +28.7% | 1,865 | 0.0% | 0.11% | -11.9% |
Q1 2020 | $293,000 | -15.8% | 1,865 | -2.4% | 0.13% | +37.0% |
Q4 2019 | $348,000 | +9.8% | 1,910 | +0.1% | 0.09% | +1.1% |
Q3 2019 | $317,000 | +0.3% | 1,909 | -1.2% | 0.09% | -3.2% |
Q2 2019 | $316,000 | +4.6% | 1,932 | 0.0% | 0.09% | 0.0% |
Q1 2019 | $302,000 | +16.6% | 1,932 | 0.0% | 0.09% | 0.0% |
Q4 2018 | $259,000 | -15.9% | 1,932 | +1.0% | 0.09% | -2.1% |
Q3 2018 | $308,000 | +6.9% | 1,912 | -0.8% | 0.10% | -3.0% |
Q2 2018 | $288,000 | +5.1% | 1,927 | 0.0% | 0.10% | +2.1% |
Q1 2018 | $274,000 | -12.2% | 1,927 | -38.6% | 0.10% | -50.5% |
Q3 2014 | $312,000 | +9.9% | 3,138 | +9.0% | 0.20% | +12.0% |
Q2 2014 | $284,000 | -99.9% | 2,878 | +5.5% | 0.18% | -0.6% |
Q1 2014 | $255,013,000 | – | 2,728 | – | 0.18% | – |
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% |