VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 708 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,324,866 | -8.5% | 12,210 | -4.9% | 0.37% | -8.5% |
Q2 2023 | $3,632,358 | +15.2% | 12,837 | +1.5% | 0.40% | +0.8% |
Q1 2023 | $3,153,941 | +17.8% | 12,644 | +0.6% | 0.40% | -6.6% |
Q4 2022 | $2,677,940 | -18.8% | 12,566 | -18.4% | 0.43% | -44.2% |
Q3 2022 | $3,296,000 | -4.3% | 15,404 | -0.3% | 0.76% | -5.2% |
Q2 2022 | $3,445,000 | -22.1% | 15,456 | +0.5% | 0.80% | -20.9% |
Q1 2022 | $4,425,000 | -10.9% | 15,385 | -0.6% | 1.02% | -7.2% |
Q4 2021 | $4,969,000 | +7.0% | 15,484 | -3.3% | 1.10% | -15.9% |
Q3 2021 | $4,645,000 | -6.5% | 16,007 | -7.6% | 1.30% | -7.8% |
Q2 2021 | $4,970,000 | +4.3% | 17,330 | -6.6% | 1.42% | -6.0% |
Q1 2021 | $4,767,000 | -4.1% | 18,547 | -5.5% | 1.50% | -8.6% |
Q4 2020 | $4,970,000 | +6.0% | 19,619 | -4.8% | 1.65% | -6.5% |
Q3 2020 | $4,690,000 | +4.6% | 20,605 | -7.1% | 1.76% | +0.3% |
Q2 2020 | $4,484,000 | +12.6% | 22,188 | -12.7% | 1.75% | -3.3% |
Q1 2020 | $3,983,000 | -10.5% | 25,418 | +4.0% | 1.81% | +9.1% |
Q4 2019 | $4,451,000 | -2.5% | 24,434 | -11.0% | 1.66% | -4.6% |
Q3 2019 | $4,566,000 | +0.5% | 27,459 | -1.2% | 1.74% | +1.0% |
Q2 2019 | $4,543,000 | +1.9% | 27,801 | -2.4% | 1.72% | -2.4% |
Q1 2019 | $4,457,000 | +11628.9% | 28,489 | -5.2% | 1.77% | +7927.3% |
Q4 2018 | $38,000 | -17.4% | 30,050 | -0.2% | 0.02% | -12.0% |
Q3 2018 | $46,000 | -99.0% | 30,103 | -3.1% | 0.02% | -98.8% |
Q2 2018 | $4,655,000 | -0.0% | 31,074 | -5.3% | 2.00% | -6.0% |
Q1 2018 | $4,656,000 | -49.7% | 32,826 | -50.1% | 2.13% | -73.6% |
Q4 2017 | $9,263,000 | +129.4% | 65,848 | +116.5% | 8.08% | +42.4% |
Q3 2017 | $4,038,000 | +1.1% | 30,419 | -0.6% | 5.68% | +177.6% |
Q2 2017 | $3,993,000 | +26.7% | 30,591 | +18.0% | 2.04% | +23.3% |
Q1 2017 | $3,152,000 | +18.9% | 25,923 | +9.1% | 1.66% | +13.3% |
Q4 2016 | $2,651,000 | – | 23,767 | – | 1.46% | – |
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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% |