VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $546,799 | -8.1% | 2,008 | -4.5% | 0.02% | -10.0% |
Q2 2023 | $594,782 | +2.8% | 2,102 | -9.4% | 0.02% | -4.8% |
Q1 2023 | $578,701 | -6.3% | 2,320 | -19.9% | 0.02% | -12.5% |
Q4 2022 | $617,593 | -4.8% | 2,898 | -4.5% | 0.02% | -25.0% |
Q3 2022 | $649,000 | -7.4% | 3,033 | -3.6% | 0.03% | -20.0% |
Q2 2022 | $701,000 | -26.3% | 3,146 | -4.9% | 0.04% | -38.5% |
Q1 2022 | $951,000 | -10.5% | 3,308 | 0.0% | 0.06% | -36.9% |
Q4 2021 | $1,062,000 | +2.9% | 3,308 | -7.0% | 0.10% | -12.0% |
Q3 2021 | $1,032,000 | +1.2% | 3,558 | 0.0% | 0.12% | -8.6% |
Q2 2021 | $1,020,000 | +11.5% | 3,558 | 0.0% | 0.13% | -1.5% |
Q1 2021 | $915,000 | -11.3% | 3,558 | -12.7% | 0.13% | -38.7% |
Q4 2020 | $1,032,000 | +11.3% | 4,074 | 0.0% | 0.21% | -18.1% |
Q3 2020 | $927,000 | +12.1% | 4,074 | -0.4% | 0.26% | -17.0% |
Q2 2020 | $827,000 | +29.0% | 4,091 | 0.0% | 0.31% | +22.8% |
Q1 2020 | $641,000 | -32.7% | 4,091 | -21.8% | 0.25% | -3.1% |
Q4 2019 | $953,000 | +1.8% | 5,232 | -7.0% | 0.26% | -25.6% |
Q3 2019 | $936,000 | +21.7% | 5,628 | +19.6% | 0.35% | +17.3% |
Q2 2019 | $769,000 | -6.1% | 4,707 | -10.2% | 0.30% | +8.3% |
Q1 2019 | $819,000 | +18.7% | 5,239 | +1.9% | 0.28% | +33.2% |
Q4 2018 | $690,000 | -18.1% | 5,139 | -1.8% | 0.21% | -43.6% |
Q3 2018 | $843,000 | +7.5% | 5,232 | 0.0% | 0.37% | +91.2% |
Q2 2018 | $784,000 | +5.7% | 5,232 | 0.0% | 0.19% | +4.9% |
Q1 2018 | $742,000 | -5.6% | 5,232 | -6.3% | 0.18% | -3.2% |
Q4 2017 | $786,000 | +5.9% | 5,586 | 0.0% | 0.19% | -26.6% |
Q3 2017 | $742,000 | – | 5,586 | – | 0.26% | – |
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% |