VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
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 ↓ |
---|---|---|---|
Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
Jentner Corp | 169,347 | $27,272,000 | 22.63% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |