VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $389,526 | -3.7% | 1,430 | 0.0% | 0.26% | -1.1% |
Q2 2023 | $404,548 | +9.3% | 1,430 | -3.6% | 0.26% | +3.1% |
Q1 2023 | $370,211 | +17.1% | 1,484 | 0.0% | 0.26% | +9.9% |
Q4 2022 | $316,156 | -8.6% | 1,484 | -8.3% | 0.23% | -13.4% |
Q3 2022 | $346,000 | -0.6% | 1,619 | +3.7% | 0.27% | +4.3% |
Q2 2022 | $348,000 | -3.3% | 1,561 | +24.6% | 0.26% | +12.2% |
Q1 2022 | $360,000 | +2.3% | 1,253 | +14.2% | 0.23% | +4.5% |
Q4 2021 | $352,000 | +18.5% | 1,097 | +7.0% | 0.22% | +5.8% |
Q3 2021 | $297,000 | +22.7% | 1,025 | +21.4% | 0.21% | +26.8% |
Q2 2021 | $242,000 | +3933.3% | 844 | +2121.1% | 0.16% | +3180.0% |
Q3 2019 | $6,000 | 0.0% | 38 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $6,000 | 0.0% | 38 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $6,000 | +20.0% | 38 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $5,000 | -16.7% | 38 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $6,000 | 0.0% | 38 | 0.0% | 0.01% | -16.7% |
Q2 2018 | $6,000 | – | 38 | – | 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% |