VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $424,368 | -10.8% | 1,558 | -7.3% | 0.02% | -13.8% |
Q2 2023 | $475,621 | +13.1% | 1,681 | -0.3% | 0.03% | +7.4% |
Q1 2023 | $420,507 | +17.0% | 1,686 | -0.1% | 0.03% | +3.8% |
Q4 2022 | $359,456 | +13.0% | 1,687 | +13.6% | 0.03% | -3.7% |
Q3 2022 | $318,000 | -6.2% | 1,485 | -2.2% | 0.03% | -10.0% |
Q2 2022 | $339,000 | -53.6% | 1,519 | -40.2% | 0.03% | -50.8% |
Q1 2022 | $730,000 | +5.8% | 2,539 | +18.0% | 0.06% | +1.7% |
Q4 2021 | $690,000 | +10.0% | 2,151 | -0.4% | 0.06% | -10.4% |
Q3 2021 | $627,000 | +1.3% | 2,159 | 0.0% | 0.07% | -23.0% |
Q2 2021 | $619,000 | -8.6% | 2,159 | -18.0% | 0.09% | -25.0% |
Q1 2021 | $677,000 | +110.2% | 2,633 | +110.0% | 0.12% | +96.6% |
Q4 2020 | $322,000 | +17.5% | 1,254 | +4.3% | 0.06% | 0.0% |
Q3 2020 | $274,000 | +7.5% | 1,202 | 0.0% | 0.06% | +3.5% |
Q2 2020 | $255,000 | -19.3% | 1,202 | -30.6% | 0.06% | -14.9% |
Q4 2019 | $316,000 | +3.6% | 1,733 | -5.7% | 0.07% | -8.2% |
Q3 2019 | $305,000 | +2.7% | 1,837 | +1.0% | 0.07% | 0.0% |
Q2 2019 | $297,000 | +4.6% | 1,819 | +0.3% | 0.07% | +2.8% |
Q1 2019 | $284,000 | – | 1,814 | – | 0.07% | – |
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% |