VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,402,785 | -3.3% | 5,047 | -1.5% | 0.16% | +1.2% |
Q2 2023 | $1,450,743 | +5.0% | 5,124 | -7.8% | 0.16% | -3.6% |
Q1 2023 | $1,381,240 | +9.2% | 5,559 | -5.9% | 0.17% | +3.7% |
Q4 2022 | $1,264,515 | +7.6% | 5,905 | +12.8% | 0.16% | -5.8% |
Q3 2022 | $1,175,000 | -0.8% | 5,237 | +1.7% | 0.17% | -2.8% |
Q2 2022 | $1,185,000 | -13.9% | 5,148 | +5.1% | 0.18% | -6.9% |
Q1 2022 | $1,377,000 | +0.1% | 4,896 | +9.9% | 0.19% | +1.1% |
Q4 2021 | $1,375,000 | +54.0% | 4,455 | +44.7% | 0.19% | +30.8% |
Q3 2021 | $893,000 | -2.6% | 3,079 | -3.7% | 0.14% | -6.5% |
Q2 2021 | $917,000 | -0.4% | 3,197 | -4.6% | 0.15% | -10.5% |
Q1 2021 | $921,000 | -2.5% | 3,350 | -10.2% | 0.17% | -20.5% |
Q4 2020 | $945,000 | +20.1% | 3,729 | +7.9% | 0.22% | +0.9% |
Q3 2020 | $787,000 | +2.5% | 3,456 | -9.1% | 0.21% | -16.5% |
Q2 2020 | $768,000 | +15.5% | 3,802 | -4.1% | 0.26% | -12.7% |
Q1 2020 | $665,000 | -19.4% | 3,963 | -10.6% | 0.29% | -18.2% |
Q4 2019 | $825,000 | +14.9% | 4,432 | +2.0% | 0.36% | -10.5% |
Q3 2019 | $718,000 | -1.6% | 4,344 | -1.4% | 0.40% | -25.6% |
Q2 2019 | $730,000 | +5.8% | 4,404 | -0.2% | 0.54% | -0.2% |
Q1 2019 | $690,000 | +20.8% | 4,413 | +3.9% | 0.54% | -0.2% |
Q4 2018 | $571,000 | – | 4,249 | – | 0.54% | – |
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% |