VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $40,304,408 | -6.2% | 148,009 | -2.6% | 8.23% | -8.0% |
Q2 2023 | $42,984,084 | +6.4% | 151,909 | -6.2% | 8.95% | +0.5% |
Q1 2023 | $40,379,621 | +27.7% | 161,881 | +9.1% | 8.91% | +13.7% |
Q4 2022 | $31,628,246 | +4.5% | 148,413 | +4.9% | 7.84% | -8.9% |
Q3 2022 | $30,269,000 | +4.9% | 141,479 | +9.3% | 8.60% | +3.0% |
Q2 2022 | $28,843,000 | -16.4% | 129,407 | +7.8% | 8.35% | -10.5% |
Q1 2022 | $34,517,000 | +122.9% | 120,018 | +21.2% | 9.32% | -2.6% |
Q4 2021 | $15,488,000 | -43.3% | 99,014 | +5.1% | 9.57% | -3.5% |
Q3 2021 | $27,336,000 | +0.9% | 94,206 | -0.3% | 9.92% | -6.6% |
Q2 2021 | $27,087,000 | +16.9% | 94,443 | +4.8% | 10.62% | +8.1% |
Q1 2021 | $23,166,000 | +13.1% | 90,127 | +11.5% | 9.82% | +3.8% |
Q4 2020 | $20,484,000 | +12.4% | 80,856 | +1.0% | 9.47% | +0.1% |
Q3 2020 | $18,229,000 | -5.1% | 80,088 | -15.7% | 9.46% | -11.1% |
Q2 2020 | $19,206,000 | +30.5% | 95,035 | +1.2% | 10.64% | +11.2% |
Q1 2020 | $14,719,000 | -15.0% | 93,938 | -1.2% | 9.57% | +3.7% |
Q4 2019 | $17,319,000 | +9.6% | 95,070 | +0.1% | 9.24% | +2.9% |
Q3 2019 | $15,797,000 | +2.1% | 95,003 | +0.3% | 8.98% | -1.8% |
Q2 2019 | $15,471,000 | -0.1% | 94,690 | -4.4% | 9.14% | -4.5% |
Q1 2019 | $15,488,000 | +15.3% | 99,014 | -1.0% | 9.57% | +3.0% |
Q4 2018 | $13,430,000 | – | 99,976 | – | 9.30% | – |
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% |