VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $863,993 | -10.5% | 3,173 | -7.0% | 0.23% | -9.7% |
Q2 2023 | $965,510 | -14.1% | 3,412 | -24.3% | 0.26% | -24.0% |
Q1 2023 | $1,124,054 | +10.9% | 4,506 | -5.3% | 0.34% | +1.8% |
Q4 2022 | $1,013,570 | -8.9% | 4,756 | -8.5% | 0.34% | -17.9% |
Q3 2022 | $1,112,000 | +7.5% | 5,197 | +44.6% | 0.41% | +24.4% |
Q2 2022 | $1,034,000 | 0.0% | 3,595 | 0.0% | 0.33% | 0.0% |
Q1 2022 | $1,034,000 | +50.9% | 3,595 | +68.3% | 0.33% | +39.0% |
Q4 2021 | $685,000 | +37.8% | 2,136 | +24.6% | 0.24% | +16.3% |
Q3 2021 | $497,000 | +2.5% | 1,714 | +1.4% | 0.20% | -8.6% |
Q2 2021 | $485,000 | +17.4% | 1,690 | +5.2% | 0.22% | +1.4% |
Q1 2021 | $413,000 | -7.4% | 1,607 | -8.8% | 0.22% | -17.4% |
Q4 2020 | $446,000 | +7.2% | 1,762 | -3.6% | 0.26% | -19.0% |
Q3 2020 | $416,000 | -45.1% | 1,828 | -2.6% | 0.33% | +13.9% |
Q2 2020 | $758,000 | +119.7% | 1,877 | -14.8% | 0.29% | -8.9% |
Q1 2020 | $345,000 | -23.8% | 2,204 | -19.1% | 0.32% | 0.0% |
Q4 2019 | $453,000 | 0.0% | 2,724 | 0.0% | 0.32% | +0.6% |
Q3 2019 | $453,000 | +2.3% | 2,724 | +0.4% | 0.31% | 0.0% |
Q2 2019 | $443,000 | -2.2% | 2,714 | -6.3% | 0.31% | -7.1% |
Q1 2019 | $453,000 | +25.1% | 2,898 | +7.4% | 0.34% | +8.0% |
Q4 2018 | $362,000 | – | 2,698 | – | 0.31% | – |
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% |