VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,979,214 | -4.2% | 106,420 | -0.5% | 15.73% | +0.8% |
Q2 2023 | $30,256,241 | +21.2% | 106,928 | +6.8% | 15.61% | +16.7% |
Q1 2023 | $24,971,510 | +99214.0% | 100,110 | -15.2% | 13.38% | -0.2% |
Q4 2022 | $25,144 | -99.9% | 117,985 | +11.0% | 13.40% | +3.0% |
Q3 2022 | $22,745,000 | +1.1% | 106,312 | +5.3% | 13.02% | +8.8% |
Q2 2022 | $22,498,000 | -8.7% | 100,937 | +17.7% | 11.97% | +5.8% |
Q1 2022 | $24,654,000 | +1.1% | 85,724 | +12.8% | 11.31% | -1.9% |
Q4 2021 | $24,383,000 | +10.8% | 75,983 | +0.2% | 11.54% | +3.8% |
Q3 2021 | $22,005,000 | +2.0% | 75,836 | +0.8% | 11.11% | +0.9% |
Q2 2021 | $21,584,000 | +12.4% | 75,254 | +0.7% | 11.01% | +4.0% |
Q1 2021 | $19,206,000 | +5.3% | 74,720 | +3.7% | 10.59% | -2.1% |
Q4 2020 | $18,247,000 | +6.3% | 72,027 | -4.5% | 10.82% | -9.8% |
Q3 2020 | $17,158,000 | -13.1% | 75,386 | -22.9% | 11.99% | -20.5% |
Q2 2020 | $19,755,000 | +16.0% | 97,755 | +4.5% | 15.07% | -11.4% |
Q4 2019 | $17,037,000 | +3.6% | 93,525 | -5.5% | 17.02% | +7.5% |
Q3 2019 | $16,450,000 | +2.1% | 98,932 | +0.3% | 15.83% | -1.5% |
Q2 2019 | $16,116,000 | – | 98,638 | – | 16.06% | – |
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% |