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 | $407,297 | -3.7% | 1,496 | +0.1% | 0.10% | -1.0% |
Q2 2023 | $423,032 | +21.2% | 1,495 | +6.9% | 0.10% | +11.7% |
Q1 2023 | $349,037 | +17.1% | 1,399 | +0.1% | 0.09% | +16.0% |
Q4 2022 | $298,014 | -0.3% | 1,398 | +0.1% | 0.08% | -1.2% |
Q3 2022 | $299,000 | -3.9% | 1,397 | +0.1% | 0.08% | +6.5% |
Q2 2022 | $311,000 | -22.4% | 1,396 | 0.0% | 0.08% | -9.4% |
Q1 2022 | $401,000 | -25.0% | 1,396 | -16.2% | 0.08% | -14.1% |
Q4 2021 | $535,000 | +6.8% | 1,666 | -3.5% | 0.10% | -2.9% |
Q3 2021 | $501,000 | +89.8% | 1,727 | +87.9% | 0.10% | +100.0% |
Q2 2021 | $264,000 | +11.9% | 919 | +0.1% | 0.05% | -5.6% |
Q1 2021 | $236,000 | -28.9% | 918 | -29.9% | 0.05% | -30.8% |
Q4 2020 | $332,000 | +11.8% | 1,309 | +0.4% | 0.08% | +1.3% |
Q3 2020 | $297,000 | +12.9% | 1,304 | +0.2% | 0.08% | -2.5% |
Q2 2020 | $263,000 | +5.6% | 1,302 | -4.6% | 0.08% | +2.6% |
Q4 2019 | $249,000 | -6.4% | 1,365 | +0.3% | 0.08% | +2.7% |
Q3 2019 | $266,000 | +26.1% | 1,361 | +0.4% | 0.08% | +4.2% |
Q2 2019 | $211,000 | 0.0% | 1,355 | +0.3% | 0.07% | -4.0% |
Q1 2019 | $211,000 | -17.9% | 1,351 | -15.5% | 0.08% | -3.8% |
Q3 2018 | $257,000 | +7.5% | 1,598 | 0.0% | 0.08% | -13.3% |
Q2 2018 | $239,000 | +8.1% | 1,598 | +0.3% | 0.09% | +8.4% |
Q1 2018 | $221,000 | -54.1% | 1,593 | -50.0% | 0.08% | +9.2% |
Q4 2017 | $481,000 | +129.0% | 3,187 | +101.2% | 0.08% | -22.4% |
Q3 2014 | $210,000 | – | 1,584 | – | 0.10% | – |
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% |