VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $410,371 | -1.5% | 1,507 | +2.4% | 0.18% | +1.7% |
Q2 2023 | $416,517 | +13.4% | 1,472 | 0.0% | 0.18% | +4.2% |
Q1 2023 | $367,176 | +17.0% | 1,472 | 0.0% | 0.17% | +6.3% |
Q4 2022 | $313,698 | -3.8% | 1,472 | -3.3% | 0.16% | -11.2% |
Q3 2022 | $326,000 | -7.4% | 1,523 | -3.5% | 0.18% | 0.0% |
Q2 2022 | $352,000 | -33.2% | 1,578 | -13.9% | 0.18% | -19.8% |
Q1 2022 | $527,000 | -16.3% | 1,833 | -6.6% | 0.22% | -13.6% |
Q4 2021 | $630,000 | +20.0% | 1,962 | +8.4% | 0.26% | +11.3% |
Q3 2021 | $525,000 | +10.8% | 1,810 | +9.4% | 0.23% | +10.5% |
Q2 2021 | $474,000 | +15.3% | 1,654 | +3.4% | 0.21% | +18.8% |
Q1 2021 | $411,000 | +16.1% | 1,599 | +14.5% | 0.18% | +10.0% |
Q4 2020 | $354,000 | +3.5% | 1,397 | -7.0% | 0.16% | +3.2% |
Q3 2020 | $342,000 | +15.9% | 1,502 | +2.9% | 0.16% | +5.4% |
Q2 2020 | $295,000 | +28.3% | 1,460 | -0.7% | 0.15% | +5.8% |
Q1 2020 | $230,000 | -34.3% | 1,470 | -19.9% | 0.14% | -2.1% |
Q4 2019 | $350,000 | +19.5% | 1,836 | +10.2% | 0.14% | +13.6% |
Q3 2019 | $293,000 | +4.3% | 1,666 | -1.8% | 0.12% | -1.6% |
Q2 2019 | $281,000 | +1.4% | 1,696 | -1.2% | 0.13% | -3.1% |
Q1 2019 | $277,000 | – | 1,716 | – | 0.13% | – |
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% |