VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $303,353 | +22.3% | 1,114 | 0.0% | 0.57% | -12.1% |
Q2 2022 | $248,000 | -22.5% | 1,114 | 0.0% | 0.64% | -6.4% |
Q1 2022 | $320,000 | -0.9% | 1,114 | 0.0% | 0.69% | +13.0% |
Q3 2021 | $323,000 | +0.9% | 1,114 | 0.0% | 0.61% | +4.5% |
Q2 2021 | $320,000 | +11.9% | 1,114 | 0.0% | 0.58% | +6.0% |
Q1 2021 | $286,000 | +1.4% | 1,114 | 0.0% | 0.55% | -3.0% |
Q4 2020 | $282,000 | +11.0% | 1,114 | 0.0% | 0.57% | +125.0% |
Q3 2020 | $254,000 | +12.9% | 1,114 | 0.0% | 0.25% | +14.5% |
Q2 2020 | $225,000 | +34.7% | 1,114 | 0.0% | 0.22% | +3.3% |
Q1 2020 | $167,000 | -18.9% | 1,114 | 0.0% | 0.21% | +4.9% |
Q4 2019 | $206,000 | +13.2% | 1,114 | 0.0% | 0.20% | +6.8% |
Q2 2019 | $182,000 | +4.6% | 1,114 | 0.0% | 0.19% | +5.0% |
Q1 2019 | $174,000 | +16.0% | 1,114 | 0.0% | 0.18% | +13.8% |
Q4 2018 | $150,000 | -16.2% | 1,114 | 0.0% | 0.16% | -8.1% |
Q3 2018 | $179,000 | +7.2% | 1,114 | 0.0% | 0.17% | +3.6% |
Q2 2018 | $167,000 | -3.5% | 1,114 | -8.8% | 0.17% | +11.3% |
Q1 2018 | $173,000 | +0.6% | 1,222 | 0.0% | 0.15% | +2.7% |
Q4 2017 | $172,000 | – | 1,222 | – | 0.15% | – |
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% |