VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $765,910 | -7.2% | 2,812 | -3.6% | 0.20% | -5.6% |
Q2 2023 | $825,559 | +15.4% | 2,918 | +1.8% | 0.21% | +8.1% |
Q1 2023 | $715,176 | +0.3% | 2,867 | -14.3% | 0.20% | -4.4% |
Q4 2022 | $713,290 | +5.4% | 3,347 | +5.8% | 0.21% | -2.4% |
Q3 2022 | $677,000 | -2.4% | 3,164 | +1.6% | 0.21% | +8.2% |
Q2 2022 | $694,000 | -20.3% | 3,114 | +2.8% | 0.20% | -4.4% |
Q1 2022 | $871,000 | -10.1% | 3,029 | +0.3% | 0.20% | -15.0% |
Q4 2021 | $969,000 | +6.8% | 3,020 | -3.4% | 0.24% | -2.8% |
Q3 2021 | $907,000 | +3.0% | 3,127 | +1.8% | 0.25% | 0.0% |
Q2 2021 | $881,000 | +26.2% | 3,073 | +13.1% | 0.25% | +13.3% |
Q1 2021 | $698,000 | +5.9% | 2,716 | +4.4% | 0.22% | +1.9% |
Q4 2020 | $659,000 | +22.5% | 2,602 | +10.1% | 0.21% | +8.6% |
Q3 2020 | $538,000 | +20.1% | 2,364 | +6.7% | 0.20% | +5.3% |
Q2 2020 | $448,000 | +33.7% | 2,216 | +3.6% | 0.19% | +10.7% |
Q1 2020 | $335,000 | +8.1% | 2,139 | +25.8% | 0.17% | +32.0% |
Q4 2019 | $310,000 | +40.3% | 1,700 | +28.2% | 0.13% | +29.3% |
Q3 2019 | $221,000 | +2.8% | 1,326 | +0.9% | 0.10% | +3.1% |
Q2 2019 | $215,000 | – | 1,314 | – | 0.10% | – |
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% |