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 | $237,182 | -15.3% | 871 | -22.4% | 0.05% | -17.5% |
Q1 2023 | $279,872 | -10.8% | 1,122 | -23.8% | 0.06% | -16.2% |
Q4 2022 | $313,911 | -4.6% | 1,473 | -4.1% | 0.07% | -13.9% |
Q3 2022 | $329,000 | -22.8% | 1,536 | -19.6% | 0.08% | -25.5% |
Q2 2022 | $426,000 | +32.7% | 1,911 | +71.1% | 0.11% | +47.2% |
Q1 2022 | $321,000 | +58.1% | 1,117 | +59.8% | 0.07% | +44.0% |
Q3 2021 | $203,000 | – | 699 | – | 0.05% | – |
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% |