VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $510,366 | -3.7% | 1,874 | +0.1% | 0.36% | -5.1% |
Q2 2023 | $529,769 | +12.6% | 1,872 | -0.7% | 0.38% | +10.6% |
Q1 2023 | $470,472 | +16.0% | 1,886 | -0.9% | 0.34% | +14.9% |
Q4 2022 | $405,478 | -19.7% | 1,903 | -19.4% | 0.30% | -26.1% |
Q3 2022 | $505,000 | +19.4% | 2,362 | +24.5% | 0.40% | +30.4% |
Q2 2022 | $423,000 | -40.7% | 1,897 | -23.5% | 0.31% | -35.0% |
Q1 2022 | $713,000 | -10.3% | 2,479 | +0.1% | 0.47% | -1.5% |
Q4 2021 | $795,000 | +10.7% | 2,477 | +0.1% | 0.48% | +8.4% |
Q3 2021 | $718,000 | +1.3% | 2,474 | +0.1% | 0.44% | +2.3% |
Q2 2021 | $709,000 | +19.0% | 2,472 | +6.6% | 0.43% | +11.7% |
Q1 2021 | $596,000 | +26.0% | 2,320 | +24.3% | 0.39% | +16.3% |
Q4 2020 | $473,000 | +11.6% | 1,867 | +0.2% | 0.33% | +9.9% |
Q3 2020 | $424,000 | -27.4% | 1,864 | -35.5% | 0.30% | -31.5% |
Q2 2020 | $584,000 | +10.2% | 2,891 | -14.6% | 0.44% | -2.0% |
Q1 2020 | $530,000 | -21.6% | 3,384 | -8.9% | 0.45% | +3.0% |
Q4 2019 | $676,000 | – | 3,713 | – | 0.44% | – |
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% |