VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $452,040 | -2.2% | 1,660 | +1.6% | 0.06% | -3.4% |
Q2 2023 | $462,357 | +20.0% | 1,634 | +5.8% | 0.06% | +15.7% |
Q1 2023 | $385,385 | +17.0% | 1,545 | 0.0% | 0.05% | +24.4% |
Q4 2022 | $329,255 | -0.2% | 1,545 | 0.0% | 0.04% | -21.2% |
Q3 2022 | $330,000 | -4.1% | 1,545 | 0.0% | 0.05% | -1.9% |
Q2 2022 | $344,000 | -22.5% | 1,545 | 0.0% | 0.05% | -3.6% |
Q1 2022 | $444,000 | -10.5% | 1,545 | 0.0% | 0.06% | -5.2% |
Q4 2021 | $496,000 | +10.7% | 1,545 | 0.0% | 0.06% | +5.5% |
Q3 2021 | $448,000 | +1.1% | 1,545 | 0.0% | 0.06% | -5.2% |
Q2 2021 | $443,000 | +9.9% | 1,545 | -1.5% | 0.06% | -19.4% |
Q1 2021 | $403,000 | +1.5% | 1,568 | 0.0% | 0.07% | -10.0% |
Q4 2020 | $397,000 | +11.2% | 1,568 | 0.0% | 0.08% | -4.8% |
Q3 2020 | $357,000 | +18.2% | 1,568 | +4.9% | 0.08% | +13.5% |
Q2 2020 | $302,000 | +25.8% | 1,495 | -2.8% | 0.07% | +12.1% |
Q1 2020 | $240,000 | -12.1% | 1,538 | +2.9% | 0.07% | 0.0% |
Q4 2019 | $273,000 | -22.7% | 1,495 | -29.5% | 0.07% | -25.0% |
Q3 2019 | $353,000 | +2.0% | 2,122 | 0.0% | 0.09% | -4.3% |
Q2 2019 | $346,000 | +4.2% | 2,122 | 0.0% | 0.09% | +2.2% |
Q1 2019 | $332,000 | +161.4% | 2,122 | +125.3% | 0.09% | +150.0% |
Q4 2018 | $127,000 | -21.1% | 942 | -5.7% | 0.04% | -50.0% |
Q3 2018 | $161,000 | -65.8% | 999 | -68.2% | 0.07% | -66.8% |
Q2 2018 | $471,000 | +15.7% | 3,144 | +9.5% | 0.22% | +11.9% |
Q1 2018 | $407,000 | – | 2,871 | – | 0.19% | – |
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% |