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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $579,000 | -4.0% | 2,704 | 0.0% | 0.06% | -4.6% |
Q2 2022 | $603,000 | -5.8% | 2,704 | +21.6% | 0.06% | 0.0% |
Q1 2022 | $640,000 | -10.4% | 2,224 | 0.0% | 0.06% | 0.0% |
Q4 2021 | $714,000 | +33.2% | 2,224 | +20.3% | 0.06% | +32.7% |
Q3 2021 | $536,000 | +7.8% | 1,849 | +6.8% | 0.05% | +16.7% |
Q2 2021 | $497,000 | +11.7% | 1,732 | 0.0% | 0.04% | +2.4% |
Q1 2021 | $445,000 | +0.5% | 1,732 | -1.0% | 0.04% | -6.8% |
Q4 2020 | $443,000 | +11.3% | 1,750 | 0.0% | 0.04% | 0.0% |
Q3 2020 | $398,000 | +12.4% | 1,750 | 0.0% | 0.04% | -10.2% |
Q2 2020 | $354,000 | +29.2% | 1,750 | 0.0% | 0.05% | +2.1% |
Q1 2020 | $274,000 | -20.3% | 1,750 | -7.5% | 0.05% | -25.0% |
Q4 2019 | $344,000 | +9.6% | 1,891 | 0.0% | 0.06% | -1.5% |
Q3 2019 | $314,000 | -11.5% | 1,891 | -12.9% | 0.06% | -13.3% |
Q2 2019 | $355,000 | -3.3% | 2,171 | -7.5% | 0.08% | -2.6% |
Q1 2019 | $367,000 | +16.5% | 2,347 | 0.0% | 0.08% | +6.9% |
Q4 2018 | $315,000 | -20.5% | 2,347 | -4.6% | 0.07% | -18.2% |
Q3 2018 | $396,000 | +1.3% | 2,459 | -5.9% | 0.09% | -6.4% |
Q2 2018 | $391,000 | +2.4% | 2,612 | -3.0% | 0.09% | +6.8% |
Q1 2018 | $382,000 | +9.1% | 2,692 | +8.0% | 0.09% | +11.4% |
Q4 2017 | $350,000 | +5.7% | 2,492 | 0.0% | 0.08% | -1.2% |
Q3 2017 | $331,000 | +4.4% | 2,492 | 0.0% | 0.08% | -54.5% |
Q2 2017 | $317,000 | +4.6% | 2,492 | 0.0% | 0.18% | +6.0% |
Q1 2017 | $303,000 | +5.6% | 2,492 | -3.2% | 0.17% | +5.1% |
Q4 2016 | $287,000 | – | 2,575 | – | 0.16% | – |
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% |