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 | $286,189 | -3.8% | 1,051 | 0.0% | 0.08% | -5.7% |
Q2 2023 | $297,382 | +13.4% | 1,051 | 0.0% | 0.09% | +4.8% |
Q1 2023 | $262,153 | +17.0% | 1,051 | 0.0% | 0.08% | +6.3% |
Q4 2022 | $223,972 | -0.5% | 1,051 | 0.0% | 0.08% | -9.2% |
Q3 2022 | $225,000 | -3.8% | 1,051 | 0.0% | 0.09% | -5.4% |
Q2 2022 | $234,000 | -22.5% | 1,051 | 0.0% | 0.09% | -15.6% |
Q1 2022 | $302,000 | -10.4% | 1,051 | 0.0% | 0.11% | -21.0% |
Q4 2021 | $337,000 | +11.2% | 1,051 | +0.8% | 0.14% | -4.8% |
Q3 2021 | $303,000 | +40.9% | 1,043 | +39.3% | 0.14% | +38.1% |
Q2 2021 | $215,000 | – | 749 | – | 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% |