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 | $36,217 | -38.8% | 133 | -36.4% | 0.03% | -36.0% |
Q2 2023 | $59,139 | +13.4% | 209 | 0.0% | 0.05% | +11.1% |
Q1 2023 | $52,133 | +17.0% | 209 | 0.0% | 0.04% | +15.4% |
Q4 2022 | $44,540 | -1.0% | 209 | 0.0% | 0.04% | -20.4% |
Q3 2022 | $45,000 | -4.3% | 209 | 0.0% | 0.05% | -10.9% |
Q2 2022 | $47,000 | -21.7% | 209 | 0.0% | 0.06% | -21.4% |
Q1 2022 | $60,000 | +42.9% | 209 | +58.3% | 0.07% | +62.8% |
Q4 2021 | $42,000 | +10.5% | 132 | 0.0% | 0.04% | +16.2% |
Q3 2021 | $38,000 | 0.0% | 132 | 0.0% | 0.04% | +2.8% |
Q2 2021 | $38,000 | +11.8% | 132 | 0.0% | 0.04% | +9.1% |
Q1 2021 | $34,000 | +3.0% | 132 | 0.0% | 0.03% | -13.2% |
Q4 2020 | $33,000 | +10.0% | 132 | 0.0% | 0.04% | -15.6% |
Q3 2020 | $30,000 | +11.1% | 132 | 0.0% | 0.04% | +18.4% |
Q2 2020 | $27,000 | +28.6% | 132 | 0.0% | 0.04% | +15.2% |
Q1 2020 | $21,000 | -12.5% | 132 | 0.0% | 0.03% | -5.7% |
Q4 2019 | $24,000 | +9.1% | 132 | 0.0% | 0.04% | -2.8% |
Q3 2019 | $22,000 | – | 132 | – | 0.04% | – |
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% |