VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 733 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $637,026 | -3.8% | 2,339 | 0.0% | 0.20% | +1.5% |
Q2 2023 | $661,894 | +13.4% | 2,339 | 0.0% | 0.20% | +8.2% |
Q1 2023 | $583,440 | +17.0% | 2,339 | 0.0% | 0.18% | +5.7% |
Q4 2022 | $498,464 | -0.3% | 2,339 | 0.0% | 0.17% | -2.2% |
Q3 2022 | $500,000 | -6.0% | 2,339 | -2.1% | 0.18% | -2.7% |
Q2 2022 | $532,000 | -18.5% | 2,389 | +5.2% | 0.18% | -6.2% |
Q1 2022 | $653,000 | -23.8% | 2,270 | -15.0% | 0.20% | -10.6% |
Q4 2021 | $857,000 | -6.8% | 2,670 | -15.8% | 0.22% | -2.2% |
Q3 2021 | $920,000 | -3.4% | 3,170 | -4.5% | 0.22% | +3.7% |
Q2 2021 | $952,000 | -4.3% | 3,320 | -14.2% | 0.22% | -21.2% |
Q1 2021 | $995,000 | +1.5% | 3,870 | 0.0% | 0.27% | -6.8% |
Q4 2020 | $980,000 | +9.5% | 3,870 | -1.5% | 0.29% | -13.3% |
Q3 2020 | $895,000 | +19.0% | 3,930 | +5.6% | 0.34% | +16.2% |
Q2 2020 | $752,000 | +25.5% | 3,720 | -2.6% | 0.29% | +2.1% |
Q1 2020 | $599,000 | +72.6% | 3,820 | +100.6% | 0.28% | +102.1% |
Q4 2019 | $347,000 | +789.7% | 1,904 | +661.6% | 0.14% | +729.4% |
Q1 2019 | $39,000 | -96.0% | 250 | -95.9% | 0.02% | -95.0% |
Q3 2018 | $973,000 | +7.8% | 6,025 | 0.0% | 0.34% | +3.3% |
Q2 2018 | $903,000 | +5.6% | 6,025 | 0.0% | 0.33% | +11.9% |
Q1 2018 | $855,000 | +0.9% | 6,025 | 0.0% | 0.29% | -7.0% |
Q4 2017 | $847,000 | +5.9% | 6,025 | 0.0% | 0.32% | -4.5% |
Q3 2017 | $800,000 | +4.6% | 6,025 | 0.0% | 0.33% | -3.8% |
Q2 2017 | $765,000 | +4.4% | 6,025 | 0.0% | 0.34% | -7.8% |
Q1 2017 | $733,000 | +9.1% | 6,025 | 0.0% | 0.37% | +6.9% |
Q4 2016 | $672,000 | – | 6,025 | – | 0.35% | – |
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% |