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 | $4,367,172 | +34.7% | 16,038 | +40.0% | 0.21% | +22.6% |
Q2 2023 | $3,242,027 | +21.8% | 11,458 | +7.4% | 0.17% | +7.7% |
Q1 2023 | $2,661,612 | +26.2% | 10,670 | +7.8% | 0.16% | +8.3% |
Q4 2022 | $2,108,935 | -7.3% | 9,896 | -7.0% | 0.14% | -17.2% |
Q3 2022 | $2,276,000 | -17.7% | 10,638 | -14.3% | 0.17% | -17.9% |
Q2 2022 | $2,766,000 | -18.8% | 12,411 | +4.7% | 0.21% | -10.5% |
Q1 2022 | $3,408,000 | -17.5% | 11,849 | -8.0% | 0.24% | -19.7% |
Q4 2021 | $4,131,000 | +7.2% | 12,873 | -3.0% | 0.30% | +1.7% |
Q3 2021 | $3,852,000 | -3.9% | 13,275 | -5.0% | 0.29% | -8.8% |
Q2 2021 | $4,008,000 | +20.3% | 13,973 | +7.8% | 0.32% | +2.9% |
Q1 2021 | $3,332,000 | +9.7% | 12,962 | +8.2% | 0.31% | +8.8% |
Q4 2020 | $3,036,000 | +65.6% | 11,985 | +48.8% | 0.28% | +36.5% |
Q3 2020 | $1,833,000 | +144.1% | 8,054 | +116.7% | 0.21% | +105.9% |
Q2 2020 | $751,000 | +238.3% | 3,717 | +162.7% | 0.10% | +146.3% |
Q1 2020 | $222,000 | -33.5% | 1,415 | -22.8% | 0.04% | -10.9% |
Q4 2019 | $334,000 | – | 1,833 | – | 0.05% | – |
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% |