VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $43,376,811 | -4.2% | 159,292 | -0.5% | 0.76% | -2.2% |
Q2 2023 | $45,297,966 | +3020.5% | 160,086 | +2650.6% | 0.78% | +2328.1% |
Q1 2023 | $1,451,637 | +8.2% | 5,820 | -7.6% | 0.03% | -3.0% |
Q4 2022 | $1,341,880 | +47.3% | 6,297 | +47.9% | 0.03% | +13.8% |
Q3 2022 | $911,000 | -4.6% | 4,258 | -0.6% | 0.03% | +7.4% |
Q2 2022 | $955,000 | -22.9% | 4,285 | -0.5% | 0.03% | -12.9% |
Q1 2022 | $1,238,000 | +2.9% | 4,305 | +14.8% | 0.03% | -6.1% |
Q4 2021 | $1,203,000 | +6.9% | 3,750 | -4.4% | 0.03% | -19.5% |
Q2 2021 | $1,125,000 | +54.7% | 3,923 | +38.6% | 0.04% | +36.7% |
Q1 2021 | $727,000 | +9.3% | 2,830 | +7.9% | 0.03% | 0.0% |
Q4 2020 | $665,000 | +11.4% | 2,624 | +0.1% | 0.03% | -3.2% |
Q3 2020 | $597,000 | +14.6% | 2,621 | +1.7% | 0.03% | 0.0% |
Q2 2020 | $521,000 | +1.4% | 2,577 | -21.4% | 0.03% | -18.4% |
Q1 2020 | $514,000 | -12.6% | 3,278 | +1.6% | 0.04% | +2.7% |
Q4 2019 | $588,000 | +29.8% | 3,227 | +18.5% | 0.04% | +12.1% |
Q3 2019 | $453,000 | +5.1% | 2,723 | +3.1% | 0.03% | +3.1% |
Q2 2019 | $431,000 | +18.7% | 2,640 | +13.9% | 0.03% | +6.7% |
Q1 2019 | $363,000 | +13.1% | 2,318 | -3.0% | 0.03% | -18.9% |
Q4 2018 | $321,000 | +24.4% | 2,390 | +49.1% | 0.04% | +42.3% |
Q3 2018 | $258,000 | – | 1,603 | – | 0.03% | – |
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% |