VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $963,000 | -5.5% | 5,795 | -4.7% | 1.97% | +103.8% |
Q2 2019 | $1,019,000 | +14.6% | 6,082 | +7.0% | 0.96% | +33.8% |
Q1 2019 | $889,000 | +14.7% | 5,686 | -1.5% | 0.72% | -6.1% |
Q4 2018 | $775,000 | +6.5% | 5,771 | +27.9% | 0.77% | +22.9% |
Q3 2018 | $728,000 | +7.5% | 4,512 | 0.0% | 0.62% | -13.0% |
Q2 2018 | $677,000 | +12.1% | 4,512 | +6.2% | 0.72% | +23.2% |
Q1 2018 | $604,000 | +1.5% | 4,250 | +3.9% | 0.58% | +8.6% |
Q4 2017 | $595,000 | – | 4,091 | – | 0.54% | – |
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% |