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 | $338,754 | -5.4% | 1,244 | -1.7% | 0.13% | -1.5% |
Q2 2023 | $357,945 | +0.2% | 1,265 | -11.7% | 0.14% | -6.2% |
Q1 2023 | $357,199 | +14.8% | 1,432 | -1.9% | 0.14% | +4.3% |
Q4 2022 | $311,141 | -0.3% | 1,460 | 0.0% | 0.14% | +14.0% |
Q3 2022 | $312,000 | -6.6% | 1,460 | -2.7% | 0.12% | -19.9% |
Q2 2022 | $334,000 | -19.5% | 1,501 | +3.9% | 0.15% | -13.2% |
Q1 2022 | $415,000 | -9.8% | 1,444 | +0.7% | 0.17% | -7.4% |
Q4 2021 | $460,000 | +10.0% | 1,434 | -0.5% | 0.19% | -1.6% |
Q3 2021 | $418,000 | +0.5% | 1,441 | -0.7% | 0.19% | -0.5% |
Q2 2021 | $416,000 | +11.8% | 1,451 | 0.0% | 0.19% | +11.0% |
Q1 2021 | $372,000 | -12.5% | 1,451 | -14.6% | 0.17% | -9.4% |
Q4 2020 | $425,000 | +28.4% | 1,700 | +16.9% | 0.19% | +11.7% |
Q3 2020 | $331,000 | -7.8% | 1,454 | -18.2% | 0.17% | -10.9% |
Q2 2020 | $359,000 | +12.9% | 1,778 | -12.5% | 0.19% | -21.3% |
Q1 2020 | $318,000 | -14.1% | 2,033 | 0.0% | 0.24% | +11.9% |
Q4 2019 | $370,000 | +9.5% | 2,033 | 0.0% | 0.22% | -0.9% |
Q3 2019 | $338,000 | +1.8% | 2,033 | 0.0% | 0.22% | +3.8% |
Q2 2019 | $332,000 | +46.9% | 2,033 | +40.6% | 0.21% | +41.3% |
Q1 2019 | $226,000 | +5.1% | 1,446 | -9.8% | 0.15% | -2.6% |
Q4 2018 | $215,000 | -19.2% | 1,603 | -2.9% | 0.15% | -7.2% |
Q3 2018 | $266,000 | +7.7% | 1,651 | +0.1% | 0.17% | -33.3% |
Q2 2018 | $247,000 | +5.6% | 1,650 | 0.0% | 0.25% | +50.9% |
Q1 2018 | $234,000 | +0.9% | 1,650 | +0.1% | 0.16% | +4.4% |
Q4 2017 | $232,000 | +5.9% | 1,649 | +0.1% | 0.16% | +0.6% |
Q3 2017 | $219,000 | +2.3% | 1,647 | +0.1% | 0.16% | +9.8% |
Q2 2017 | $214,000 | – | 1,645 | – | 0.14% | – |
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% |