VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,064,340 | -3.8% | 3,909 | +0.0% | 0.41% | -11.4% |
Q2 2023 | $1,105,850 | +4.4% | 3,908 | -8.0% | 0.46% | -9.7% |
Q1 2023 | $1,059,299 | +27.2% | 4,247 | +8.7% | 0.51% | +16.3% |
Q4 2022 | $832,661 | -9.5% | 3,907 | -9.1% | 0.44% | -17.1% |
Q3 2022 | $920,000 | -4.0% | 4,299 | +0.0% | 0.53% | +6.2% |
Q2 2022 | $958,000 | -22.5% | 4,298 | +0.0% | 0.50% | -13.7% |
Q1 2022 | $1,236,000 | +7.5% | 4,297 | +7.5% | 0.58% | +6.8% |
Q4 2021 | $1,150,000 | -19.9% | 3,997 | -14.6% | 0.54% | -26.9% |
Q3 2021 | $1,435,000 | +3.6% | 4,683 | +0.1% | 0.75% | -4.4% |
Q2 2021 | $1,385,000 | +143.0% | 4,679 | +111.0% | 0.78% | +88.4% |
Q1 2021 | $570,000 | +8.6% | 2,218 | +6.9% | 0.41% | +5.9% |
Q4 2020 | $525,000 | +32.2% | 2,074 | +19.1% | 0.39% | +18.8% |
Q3 2020 | $397,000 | -3.6% | 1,741 | -14.6% | 0.33% | -9.1% |
Q2 2020 | $412,000 | +92.5% | 2,038 | +73.6% | 0.36% | +84.7% |
Q4 2019 | $214,000 | – | 1,174 | – | 0.20% | – |
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% |