VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,071,929 | -5.1% | 11,281 | -1.4% | 0.73% | -6.7% |
Q2 2023 | $3,237,062 | +19.2% | 11,440 | +5.1% | 0.78% | +10.4% |
Q1 2023 | $2,715,154 | +25.8% | 10,885 | +7.5% | 0.70% | +16.1% |
Q4 2022 | $2,158,591 | +32.2% | 10,129 | +32.7% | 0.61% | +9.2% |
Q3 2022 | $1,633,000 | +8.0% | 7,633 | +12.5% | 0.56% | +8.8% |
Q2 2022 | $1,512,000 | -3.9% | 6,784 | +24.0% | 0.51% | -2.3% |
Q1 2022 | $1,573,000 | -10.4% | 5,469 | 0.0% | 0.52% | -7.4% |
Q4 2021 | $1,755,000 | +10.6% | 5,469 | 0.0% | 0.56% | +1.6% |
Q3 2021 | $1,587,000 | +0.9% | 5,469 | -0.3% | 0.56% | +1.3% |
Q2 2021 | $1,573,000 | +6.1% | 5,483 | -4.9% | 0.55% | +4.0% |
Q1 2021 | $1,482,000 | +1.4% | 5,766 | 0.0% | 0.53% | -5.9% |
Q4 2020 | $1,461,000 | +13.9% | 5,766 | +2.3% | 0.56% | -3.8% |
Q3 2020 | $1,283,000 | -1.2% | 5,639 | -12.2% | 0.58% | -3.2% |
Q2 2020 | $1,299,000 | +17.7% | 6,426 | -8.8% | 0.60% | +1.7% |
Q1 2020 | $1,104,000 | -12.6% | 7,046 | +1.6% | 0.59% | +4.2% |
Q4 2019 | $1,263,000 | +8.8% | 6,932 | -0.7% | 0.57% | -0.7% |
Q3 2019 | $1,161,000 | +1.8% | 6,982 | 0.0% | 0.57% | -2.2% |
Q2 2019 | $1,141,000 | +4.2% | 6,982 | -0.2% | 0.58% | +1.4% |
Q1 2019 | $1,095,000 | +18.4% | 6,998 | +1.6% | 0.58% | +0.2% |
Q4 2018 | $925,000 | -18.9% | 6,889 | -2.6% | 0.58% | -13.6% |
Q3 2018 | $1,140,000 | +4.4% | 7,076 | -2.9% | 0.67% | +13.8% |
Q2 2018 | $1,092,000 | -2.6% | 7,291 | -7.7% | 0.59% | -2.8% |
Q1 2018 | $1,121,000 | +0.3% | 7,901 | -0.6% | 0.60% | +5.6% |
Q4 2017 | $1,118,000 | +14.1% | 7,946 | +7.7% | 0.57% | +10.4% |
Q3 2017 | $980,000 | +0.2% | 7,379 | -4.2% | 0.52% | -3.5% |
Q2 2017 | $978,000 | -2.6% | 7,702 | -6.7% | 0.54% | -17.2% |
Q1 2017 | $1,004,000 | -99.9% | 8,252 | 0.0% | 0.65% | +24.7% |
Q4 2016 | $919,932,000 | -0.1% | 8,252 | 0.0% | 0.52% | -0.6% |
Q3 2016 | $920,510,000 | +3.6% | 8,252 | 0.0% | 0.52% | +3.0% |
Q2 2016 | $888,245,000 | +99479.0% | 8,252 | -0.7% | 0.51% | -2.9% |
Q1 2016 | $892,000 | – | 8,312 | – | 0.52% | – |
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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% |