VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $240,104 | -10.8% | 882 | -7.3% | 0.06% | -9.0% |
Q2 2023 | $269,193 | +6.6% | 951 | -6.0% | 0.07% | 0.0% |
Q1 2023 | $252,480 | +10.7% | 1,012 | -5.5% | 0.07% | +3.1% |
Q4 2022 | $228,142 | -0.8% | 1,071 | -0.4% | 0.06% | -7.1% |
Q3 2022 | $230,000 | -7.3% | 1,075 | -3.5% | 0.07% | -2.8% |
Q2 2022 | $248,000 | -23.2% | 1,114 | -0.9% | 0.07% | -16.3% |
Q1 2022 | $323,000 | -10.5% | 1,124 | 0.0% | 0.09% | -8.5% |
Q4 2021 | $361,000 | +6.2% | 1,124 | -4.1% | 0.09% | -2.1% |
Q3 2021 | $340,000 | – | 1,172 | – | 0.10% | – |
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% |