VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,215,748 | -16.0% | 52,204 | -12.7% | 3.50% | -12.5% |
Q2 2023 | $16,915,671 | +12.6% | 59,781 | -0.8% | 4.01% | +6.1% |
Q1 2023 | $15,026,011 | +15.3% | 60,239 | -1.5% | 3.78% | +11.2% |
Q4 2022 | $13,029,714 | +1.5% | 61,141 | +1.9% | 3.40% | -5.8% |
Q3 2022 | $12,835,000 | -3.0% | 59,991 | +1.0% | 3.61% | +0.5% |
Q2 2022 | $13,233,000 | -19.7% | 59,371 | +3.7% | 3.59% | -11.5% |
Q1 2022 | $16,474,000 | -46.7% | 57,280 | -40.5% | 4.05% | -45.1% |
Q4 2021 | $30,892,000 | -2.0% | 96,265 | -11.3% | 7.38% | -8.5% |
Q3 2021 | $31,507,000 | +3.5% | 108,581 | +2.3% | 8.06% | -0.2% |
Q2 2021 | $30,452,000 | +14.0% | 106,174 | +2.1% | 8.08% | +10.7% |
Q1 2021 | $26,718,000 | -3.3% | 103,945 | -4.7% | 7.30% | -3.5% |
Q4 2020 | $27,625,000 | +38.1% | 109,042 | +24.0% | 7.57% | +25.3% |
Q3 2020 | $20,009,000 | +1624.9% | 87,908 | +1431.2% | 6.04% | +1377.5% |
Q2 2020 | $1,160,000 | +4042.9% | 5,741 | +3143.5% | 0.41% | +3308.3% |
Q1 2020 | $28,000 | – | 177 | – | 0.01% | – |
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% |