VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,392,082 | +72.8% | 5,112 | +79.6% | 0.24% | +16.6% |
Q2 2023 | $805,703 | +13.6% | 2,847 | +0.1% | 0.20% | +14.5% |
Q1 2023 | $709,209 | +17.3% | 2,843 | +0.2% | 0.18% | +15.5% |
Q4 2022 | $604,827 | -0.2% | 2,838 | +0.2% | 0.16% | -7.7% |
Q3 2022 | $606,000 | -3.8% | 2,832 | +0.2% | 0.17% | -7.7% |
Q2 2022 | $630,000 | -22.4% | 2,827 | +0.1% | 0.18% | -27.5% |
Q1 2022 | $812,000 | -10.3% | 2,823 | +0.1% | 0.25% | -13.7% |
Q4 2021 | $905,000 | +10.8% | 2,820 | +0.1% | 0.29% | -1.0% |
Q3 2021 | $817,000 | +7.9% | 2,816 | +6.6% | 0.29% | 0.0% |
Q2 2021 | $757,000 | +6.9% | 2,641 | -4.2% | 0.29% | +1.0% |
Q1 2021 | $708,000 | +1.6% | 2,756 | +0.1% | 0.29% | +8.2% |
Q4 2020 | $697,000 | +5.1% | 2,752 | -5.6% | 0.27% | -36.1% |
Q3 2020 | $663,000 | -0.3% | 2,914 | -11.4% | 0.42% | -29.0% |
Q2 2020 | $665,000 | +29.1% | 3,289 | 0.0% | 0.59% | +27.8% |
Q1 2020 | $515,000 | +10.3% | 3,289 | +28.2% | 0.46% | +92.5% |
Q4 2019 | $467,000 | – | 2,566 | – | 0.24% | – |
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% |