VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $615,421 | -3.8% | 2,260 | 0.0% | 0.20% | +67.2% |
Q2 2023 | $639,490 | +32.8% | 2,260 | 0.0% | 0.12% | +15.5% |
Q1 2023 | $481,629 | 0.0% | 2,260 | 0.0% | 0.10% | +35.5% |
Q4 2022 | $481,629 | -17.1% | 2,260 | -16.8% | 0.08% | -60.4% |
Q3 2022 | $581,000 | -2.4% | 2,716 | +1.7% | 0.19% | +6.1% |
Q2 2022 | $595,000 | -22.5% | 2,670 | 0.0% | 0.18% | -20.6% |
Q1 2022 | $768,000 | +36.4% | 2,670 | +52.1% | 0.23% | +34.9% |
Q4 2021 | $563,000 | +10.6% | 1,755 | 0.0% | 0.17% | +5.0% |
Q3 2021 | $509,000 | -10.1% | 1,755 | -11.1% | 0.16% | -5.3% |
Q2 2021 | $566,000 | +11.4% | 1,975 | 0.0% | 0.17% | -3.4% |
Q1 2021 | $508,000 | -29.1% | 1,975 | -30.1% | 0.18% | -23.8% |
Q4 2020 | $716,000 | +11.4% | 2,825 | 0.0% | 0.23% | -7.6% |
Q3 2020 | $643,000 | +10.9% | 2,825 | -1.6% | 0.25% | +0.4% |
Q2 2020 | $580,000 | +28.9% | 2,870 | 0.0% | 0.25% | +8.7% |
Q1 2020 | $450,000 | -22.0% | 2,870 | -9.4% | 0.23% | -7.7% |
Q4 2019 | $577,000 | – | 3,169 | – | 0.25% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
Jentner Corp | 169,347 | $27,272,000 | 22.63% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |