VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $939,197 | -4.1% | 3,449 | -0.3% | 0.37% | -2.3% |
Q2 2023 | $979,042 | +14.8% | 3,460 | +1.2% | 0.38% | +7.9% |
Q1 2023 | $852,586 | +17.0% | 3,418 | 0.0% | 0.36% | +7.3% |
Q4 2022 | $728,410 | -7.6% | 3,418 | -7.2% | 0.33% | -19.3% |
Q3 2022 | $788,000 | +1.2% | 3,682 | +5.3% | 0.41% | +16.5% |
Q2 2022 | $779,000 | -16.9% | 3,497 | +7.4% | 0.35% | -7.6% |
Q1 2022 | $937,000 | -10.3% | 3,257 | 0.0% | 0.38% | -20.8% |
Q4 2021 | $1,045,000 | +10.6% | 3,257 | 0.0% | 0.48% | -0.6% |
Q3 2021 | $945,000 | +1.2% | 3,257 | 0.0% | 0.48% | +0.8% |
Q2 2021 | $934,000 | +11.6% | 3,257 | 0.0% | 0.48% | +0.8% |
Q1 2021 | $837,000 | +1.5% | 3,257 | 0.0% | 0.48% | -7.6% |
Q4 2020 | $825,000 | +11.3% | 3,257 | 0.0% | 0.52% | +3.4% |
Q3 2020 | $741,000 | +12.6% | 3,257 | 0.0% | 0.50% | +5.1% |
Q2 2020 | $658,000 | +13.4% | 3,257 | -12.0% | 0.47% | +4.4% |
Q1 2020 | $580,000 | +33.6% | 3,700 | +55.3% | 0.45% | +76.7% |
Q4 2019 | $434,000 | +12.4% | 2,383 | 0.0% | 0.26% | -1.2% |
Q3 2019 | $386,000 | -9.2% | 2,383 | -7.0% | 0.26% | -9.7% |
Q2 2019 | $425,000 | -3.4% | 2,563 | -8.9% | 0.29% | -9.7% |
Q1 2019 | $440,000 | – | 2,812 | – | 0.32% | – |
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% |