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 | $2,330 | +4.6% | 8,557 | +8.6% | 0.71% | +12.3% |
Q2 2023 | $2,228 | +41.6% | 7,876 | +24.9% | 0.64% | +38.9% |
Q1 2023 | $1,573 | +13.2% | 6,304 | -3.3% | 0.46% | +8.8% |
Q4 2022 | $1,389 | -99.9% | 6,519 | -21.8% | 0.42% | -27.7% |
Q3 2022 | $1,783,000 | +18.2% | 8,334 | +23.2% | 0.58% | +29.3% |
Q2 2022 | $1,509,000 | -22.1% | 6,767 | +0.5% | 0.45% | -11.8% |
Q1 2022 | $1,937,000 | -7.6% | 6,735 | +3.1% | 0.51% | -6.1% |
Q4 2021 | $2,096,000 | +26.3% | 6,534 | +14.2% | 0.54% | +15.3% |
Q3 2021 | $1,660,000 | +58.1% | 5,722 | +56.3% | 0.47% | +55.4% |
Q2 2021 | $1,050,000 | +16.5% | 3,662 | +4.4% | 0.30% | -5.0% |
Q1 2021 | $901,000 | – | 3,506 | – | 0.32% | – |
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% |