VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $383,957 | +19.0% | 1,410 | -6.9% | 0.01% | +11.1% |
Q4 2022 | $322,649 | -47.0% | 1,514 | -46.8% | 0.01% | -57.1% |
Q3 2022 | $609,000 | -39.6% | 2,846 | -9.4% | 0.02% | -66.1% |
Q4 2021 | $1,008,000 | +325.3% | 3,142 | +241.2% | 0.06% | +181.8% |
Q1 2021 | $237,000 | -25.7% | 921 | -26.9% | 0.02% | -35.3% |
Q4 2020 | $319,000 | -90.6% | 1,260 | -91.5% | 0.03% | -84.4% |
Q3 2020 | $3,385,000 | +10.8% | 14,870 | -1.6% | 0.22% | +2.8% |
Q2 2020 | $3,055,000 | -18.4% | 15,117 | -36.7% | 0.21% | -22.1% |
Q1 2020 | $3,743,000 | +311.3% | 23,889 | +378.4% | 0.27% | +403.7% |
Q4 2019 | $910,000 | +150.7% | 4,994 | +128.5% | 0.05% | +74.2% |
Q3 2019 | $363,000 | – | 2,186 | – | 0.03% | – |
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% |