VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $666,800 | -4.2% | 2,449 | -0.4% | 0.15% | -2.0% |
Q2 2023 | $695,950 | +13.7% | 2,459 | +0.2% | 0.15% | +7.7% |
Q1 2023 | $612,130 | +32.0% | 2,454 | +23.6% | 0.14% | +30.3% |
Q4 2022 | $463,596 | +73.6% | 1,986 | +59.4% | 0.11% | +49.3% |
Q3 2022 | $267,000 | -2.9% | 1,246 | +1.8% | 0.07% | +4.3% |
Q2 2022 | $275,000 | -14.3% | 1,224 | +5.2% | 0.07% | 0.0% |
Q1 2022 | $321,000 | -1.8% | 1,164 | -0.5% | 0.07% | -4.1% |
Q4 2021 | $327,000 | -5.2% | 1,170 | +2.3% | 0.07% | -3.9% |
Q3 2021 | $345,000 | +1.5% | 1,144 | 0.0% | 0.08% | -2.6% |
Q2 2021 | $340,000 | +12.2% | 1,144 | 0.0% | 0.08% | +4.0% |
Q1 2021 | $303,000 | -0.7% | 1,144 | -5.1% | 0.08% | -14.8% |
Q4 2020 | $305,000 | +3.0% | 1,205 | -4.7% | 0.09% | -20.7% |
Q3 2020 | $296,000 | +9.2% | 1,265 | -1.4% | 0.11% | +2.8% |
Q2 2020 | $271,000 | +11.1% | 1,283 | -0.4% | 0.11% | +11.3% |
Q4 2019 | $244,000 | -6.9% | 1,288 | -17.6% | 0.10% | -16.4% |
Q3 2019 | $262,000 | -1.1% | 1,563 | -2.1% | 0.12% | -2.5% |
Q2 2019 | $265,000 | -30.3% | 1,597 | -32.6% | 0.12% | -30.8% |
Q1 2019 | $380,000 | -8.2% | 2,371 | -7.9% | 0.17% | -10.9% |
Q4 2018 | $414,000 | 0.0% | 2,573 | 0.0% | 0.19% | +1.0% |
Q3 2018 | $414,000 | +7.5% | 2,573 | 0.0% | 0.19% | 0.0% |
Q2 2018 | $385,000 | +5.8% | 2,573 | +0.1% | 0.19% | +1.1% |
Q1 2018 | $364,000 | +2.0% | 2,571 | +1.2% | 0.19% | +3.8% |
Q4 2017 | $357,000 | – | 2,541 | – | 0.18% | – |
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% |