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 | $16,433,945 | -3.2% | 60,350 | +0.6% | 1.72% | -5.0% |
Q2 2023 | $16,973,054 | +13.3% | 59,984 | -0.1% | 1.81% | +1.1% |
Q1 2023 | $14,982,045 | +16.9% | 60,063 | -0.1% | 1.79% | +10.0% |
Q4 2022 | $12,817,173 | +18.5% | 60,143 | +19.0% | 1.62% | +0.2% |
Q3 2022 | $10,813,000 | -3.5% | 50,539 | +0.5% | 1.62% | -6.5% |
Q2 2022 | $11,206,000 | -21.6% | 50,276 | +1.2% | 1.73% | -16.4% |
Q1 2022 | $14,290,000 | -9.0% | 49,686 | +1.5% | 2.07% | -6.8% |
Q4 2021 | $15,710,000 | +5.9% | 48,956 | -4.2% | 2.22% | -3.6% |
Q3 2021 | $14,831,000 | -1.5% | 51,112 | -2.6% | 2.31% | -2.3% |
Q2 2021 | $15,050,000 | +8.4% | 52,475 | -2.9% | 2.36% | +0.2% |
Q1 2021 | $13,886,000 | +1.8% | 54,023 | +0.4% | 2.36% | -6.8% |
Q4 2020 | $13,638,000 | +13.7% | 53,833 | +2.2% | 2.53% | +1.2% |
Q3 2020 | $11,992,000 | +13.2% | 52,689 | +0.5% | 2.50% | +9.5% |
Q2 2020 | $10,590,000 | +4942.9% | 52,402 | +3813.5% | 2.28% | +4124.1% |
Q1 2020 | $210,000 | -13.9% | 1,339 | 0.0% | 0.05% | +12.5% |
Q4 2019 | $244,000 | +9.4% | 1,339 | 0.0% | 0.05% | +6.7% |
Q3 2019 | $223,000 | +1.8% | 1,339 | 0.0% | 0.04% | +2.3% |
Q2 2019 | $219,000 | +4.8% | 1,339 | 0.0% | 0.04% | +2.3% |
Q1 2019 | $209,000 | +16.1% | 1,339 | 0.0% | 0.04% | +2.4% |
Q4 2018 | $180,000 | – | 1,339 | – | 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% |