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 | $312,203 | +23.8% | 1,147 | +28.6% | 0.08% | +27.3% |
Q2 2023 | $252,259 | -2.2% | 892 | -13.8% | 0.07% | -8.3% |
Q1 2023 | $258,046 | +9.3% | 1,035 | +25.9% | 0.07% | +7.5% |
Q1 2022 | $236,000 | -10.6% | 822 | 0.0% | 0.07% | -6.9% |
Q4 2021 | $264,000 | +10.9% | 822 | 0.0% | 0.07% | +2.9% |
Q3 2021 | $238,000 | +56.6% | 822 | +55.1% | 0.07% | +52.2% |
Q2 2021 | $152,000 | +11.8% | 530 | 0.0% | 0.05% | +4.5% |
Q1 2021 | $136,000 | +1.5% | 530 | 0.0% | 0.04% | -12.0% |
Q4 2020 | $134,000 | +10.7% | 530 | 0.0% | 0.05% | -18.0% |
Q3 2020 | $121,000 | +13.1% | 530 | 0.0% | 0.06% | +5.2% |
Q2 2020 | $107,000 | +28.9% | 530 | 0.0% | 0.06% | +1.8% |
Q1 2020 | $83,000 | -75.7% | 530 | -71.7% | 0.06% | -63.5% |
Q4 2019 | $341,000 | +8.3% | 1,873 | -1.1% | 0.16% | +3.3% |
Q3 2019 | $315,000 | +1.9% | 1,893 | 0.0% | 0.15% | -0.7% |
Q2 2019 | $309,000 | +2.7% | 1,893 | -1.6% | 0.15% | -2.6% |
Q1 2019 | $301,000 | +16.7% | 1,923 | 0.0% | 0.16% | +7.6% |
Q4 2018 | $258,000 | -16.8% | 1,923 | 0.0% | 0.14% | -12.1% |
Q3 2018 | $310,000 | +7.6% | 1,923 | 0.0% | 0.16% | -1.2% |
Q2 2018 | $288,000 | +1.8% | 1,923 | -3.8% | 0.17% | -45.6% |
Q1 2018 | $283,000 | +0.7% | 1,998 | 0.0% | 0.31% | +81.7% |
Q4 2017 | $281,000 | +2.9% | 1,998 | -2.9% | 0.17% | 0.0% |
Q3 2017 | $273,000 | -3.2% | 2,058 | -7.2% | 0.17% | -6.6% |
Q2 2017 | $282,000 | +4.4% | 2,217 | 0.0% | 0.18% | +1.1% |
Q1 2017 | $270,000 | +9.3% | 2,217 | 0.0% | 0.18% | +3.5% |
Q4 2016 | $247,000 | -0.8% | 2,217 | 0.0% | 0.17% | -2.8% |
Q3 2016 | $249,000 | +4.6% | 2,217 | 0.0% | 0.18% | 0.0% |
Q2 2016 | $238,000 | +0.8% | 2,217 | 0.0% | 0.18% | -2.7% |
Q1 2016 | $236,000 | +3.1% | 2,217 | -3.1% | 0.18% | +61.9% |
Q3 2015 | $229,000 | -3.4% | 2,287 | +3.2% | 0.11% | +0.9% |
Q2 2015 | $237,000 | -22.3% | 2,217 | -24.0% | 0.11% | -23.8% |
Q1 2015 | $305,000 | 0.0% | 2,917 | 0.0% | 0.15% | -12.5% |
Q4 2014 | $305,000 | – | 2,917 | – | 0.17% | – |
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% |