VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $842,039 | +82.6% | 3,092 | +89.8% | 0.08% | +80.4% |
Q2 2023 | $461,058 | -4.2% | 1,629 | -15.6% | 0.05% | -11.5% |
Q1 2023 | $481,477 | +62.2% | 1,930 | +38.5% | 0.05% | +44.4% |
Q4 2022 | $296,804 | -2.7% | 1,393 | -2.2% | 0.04% | -16.3% |
Q3 2022 | $305,000 | -3.8% | 1,424 | +0.1% | 0.04% | -21.8% |
Q2 2022 | $317,000 | -15.2% | 1,423 | +9.5% | 0.06% | -8.3% |
Q1 2022 | $374,000 | +3.0% | 1,299 | +14.8% | 0.06% | +3.4% |
Q4 2021 | $363,000 | +97.3% | 1,132 | +78.0% | 0.06% | +56.8% |
Q3 2021 | $184,000 | +41.5% | 636 | +40.1% | 0.04% | +23.3% |
Q2 2021 | $130,000 | +6.6% | 454 | -4.0% | 0.03% | -16.7% |
Q1 2021 | $122,000 | +87.7% | 473 | +85.5% | 0.04% | +63.6% |
Q4 2020 | $65,000 | -15.6% | 255 | -24.8% | 0.02% | -31.2% |
Q3 2020 | $77,000 | +11.6% | 339 | 0.0% | 0.03% | -3.0% |
Q2 2020 | $69,000 | +30.2% | 339 | 0.0% | 0.03% | 0.0% |
Q1 2020 | $53,000 | -13.1% | 339 | +0.6% | 0.03% | -5.7% |
Q4 2019 | $61,000 | +69.4% | 337 | +57.5% | 0.04% | +45.8% |
Q3 2019 | $36,000 | +157.1% | 214 | +151.8% | 0.02% | +140.0% |
Q2 2019 | $14,000 | +7.7% | 85 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $13,000 | +18.2% | 85 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $11,000 | – | 85 | – | 0.01% | – |
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% |