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 | $2,804,793 | -6.5% | 10,300 | -2.8% | 1.60% | -9.8% |
Q2 2023 | $2,999,376 | +7.7% | 10,600 | -5.1% | 1.77% | +7.3% |
Q1 2023 | $2,784,998 | +17.0% | 11,165 | 0.0% | 1.65% | +16.1% |
Q4 2022 | $2,379,373 | -0.4% | 11,165 | 0.0% | 1.42% | -6.1% |
Q3 2022 | $2,389,000 | -4.0% | 11,165 | 0.0% | 1.52% | +0.3% |
Q2 2022 | $2,489,000 | -22.5% | 11,165 | 0.0% | 1.51% | -15.1% |
Q1 2022 | $3,211,000 | -15.9% | 11,165 | -6.2% | 1.78% | -13.4% |
Q4 2021 | $3,819,000 | +10.6% | 11,900 | 0.0% | 2.05% | +0.3% |
Q3 2021 | $3,453,000 | -3.7% | 11,900 | -4.8% | 2.05% | -5.7% |
Q2 2021 | $3,585,000 | -11.1% | 12,500 | -20.3% | 2.17% | -11.7% |
Q1 2021 | $4,033,000 | +1.5% | 15,691 | 0.0% | 2.46% | -7.6% |
Q4 2020 | $3,975,000 | +7.9% | 15,691 | -3.1% | 2.66% | +1.5% |
Q3 2020 | $3,685,000 | -5.3% | 16,191 | -15.9% | 2.62% | -22.2% |
Q2 2020 | $3,891,000 | +29.0% | 19,256 | +0.0% | 3.37% | +12.0% |
Q1 2020 | $3,017,000 | -14.0% | 19,255 | 0.0% | 3.01% | +3.0% |
Q4 2019 | $3,508,000 | +9.6% | 19,255 | 0.0% | 2.92% | +6.0% |
Q3 2019 | $3,202,000 | +1.6% | 19,255 | -0.2% | 2.75% | +3.7% |
Q2 2019 | $3,153,000 | +1.8% | 19,299 | -2.5% | 2.66% | -2.2% |
Q1 2019 | $3,097,000 | +20.7% | 19,797 | +3.7% | 2.72% | +14.1% |
Q4 2018 | $2,565,000 | – | 19,095 | – | 2.38% | – |
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% |