VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $157,395 | -0.3% | 578 | +3.6% | 0.02% | 0.0% |
Q2 2023 | $157,892 | +13.4% | 558 | 0.0% | 0.02% | +4.5% |
Q1 2023 | $139,188 | +17.0% | 558 | 0.0% | 0.02% | +4.8% |
Q4 2022 | $118,915 | -0.1% | 558 | 0.0% | 0.02% | -8.7% |
Q3 2022 | $119,000 | -4.0% | 558 | 0.0% | 0.02% | -4.2% |
Q2 2022 | $124,000 | -34.4% | 558 | -15.2% | 0.02% | -31.4% |
Q1 2022 | $189,000 | -10.4% | 658 | 0.0% | 0.04% | -10.3% |
Q4 2021 | $211,000 | +10.5% | 658 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $191,000 | +1.1% | 658 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $189,000 | +8.6% | 658 | -2.9% | 0.04% | +2.6% |
Q1 2021 | $174,000 | +19.2% | 678 | +17.3% | 0.04% | +15.2% |
Q4 2020 | $146,000 | +10.6% | 578 | 0.0% | 0.03% | +3.1% |
Q3 2020 | $132,000 | +16.8% | 578 | +3.6% | 0.03% | +10.3% |
Q2 2020 | $113,000 | +135.4% | 558 | +82.4% | 0.03% | +107.1% |
Q1 2020 | $48,000 | -14.3% | 306 | 0.0% | 0.01% | +7.7% |
Q4 2019 | $56,000 | +9.8% | 306 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $51,000 | +2.0% | 306 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $50,000 | +4.2% | 306 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $48,000 | +17.1% | 306 | 0.0% | 0.01% | +18.2% |
Q4 2018 | $41,000 | -16.3% | 306 | 0.0% | 0.01% | -15.4% |
Q3 2018 | $49,000 | +6.5% | 306 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $46,000 | +7.0% | 306 | 0.0% | 0.01% | +8.3% |
Q1 2018 | $43,000 | 0.0% | 306 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $43,000 | +4.9% | 306 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $41,000 | +5.1% | 306 | 0.0% | 0.01% | -7.7% |
Q2 2017 | $39,000 | +5.4% | 306 | 0.0% | 0.01% | +8.3% |
Q1 2017 | $37,000 | +8.8% | 306 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $34,000 | +325.0% | 306 | +350.0% | 0.01% | +300.0% |
Q3 2016 | $8,000 | +14.3% | 68 | 0.0% | 0.00% | +50.0% |
Q2 2016 | $7,000 | 0.0% | 68 | 0.0% | 0.00% | -33.3% |
Q1 2016 | $7,000 | – | 68 | – | 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% |