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 | $256,888 | -3.6% | 943 | +0.1% | 0.16% | -2.4% |
Q2 2023 | $266,564 | +13.6% | 942 | +0.1% | 0.16% | +8.6% |
Q1 2023 | $234,638 | +17.3% | 941 | +0.2% | 0.15% | +1.3% |
Q4 2022 | $200,109 | +0.1% | 939 | +0.2% | 0.15% | -8.0% |
Q3 2022 | $200,000 | -3.8% | 937 | +0.2% | 0.16% | +0.6% |
Q2 2022 | $208,000 | -22.7% | 935 | +0.1% | 0.16% | -8.5% |
Q1 2022 | $269,000 | -10.0% | 934 | +0.1% | 0.18% | -7.8% |
Q4 2021 | $299,000 | +10.7% | 933 | +0.1% | 0.19% | +9.1% |
Q3 2021 | $270,000 | +1.1% | 932 | +0.1% | 0.18% | -3.3% |
Q2 2021 | $267,000 | +11.7% | 931 | +0.2% | 0.18% | +13.0% |
Q1 2021 | $239,000 | +1.7% | 929 | +0.1% | 0.16% | -4.2% |
Q4 2020 | $235,000 | +3.1% | 928 | -7.4% | 0.17% | -7.2% |
Q3 2020 | $228,000 | +12.9% | 1,002 | +0.2% | 0.18% | +11.7% |
Q2 2020 | $202,000 | -4.3% | 1,000 | -37.2% | 0.16% | -3.0% |
Q3 2017 | $211,000 | +3.4% | 1,592 | -0.9% | 0.17% | -4.0% |
Q2 2017 | $204,000 | – | 1,607 | – | 0.17% | – |
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% |