VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $549,000 | +30.1% | 3,015 | +18.9% | 0.38% | +16.9% |
Q3 2019 | $422,000 | -19.6% | 2,536 | -21.1% | 0.32% | +5.9% |
Q2 2019 | $525,000 | +4.6% | 3,214 | +0.2% | 0.31% | -5.5% |
Q1 2019 | $502,000 | +14.6% | 3,207 | -1.8% | 0.32% | -12.4% |
Q4 2018 | $438,000 | -8.9% | 3,266 | +8.8% | 0.37% | -21.1% |
Q3 2018 | $481,000 | +24.9% | 3,003 | +16.9% | 0.47% | +7.1% |
Q2 2018 | $385,000 | +6.1% | 2,568 | +0.7% | 0.44% | -1.1% |
Q1 2018 | $363,000 | -41.7% | 2,551 | -42.4% | 0.44% | -43.7% |
Q4 2017 | $623,000 | -28.7% | 4,427 | -32.8% | 0.79% | +4.2% |
Q3 2017 | $874,000 | +182.8% | 6,583 | +170.8% | 0.76% | +81.5% |
Q2 2017 | $309,000 | +37.3% | 2,431 | +20.6% | 0.42% | +3.2% |
Q4 2016 | $225,000 | – | 2,015 | – | 0.40% | – |
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% |