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 | $2,531,121 | +1.9% | 9,295 | +5.9% | 0.32% | -3.4% |
Q2 2023 | $2,483,823 | +9.9% | 8,778 | -3.1% | 0.33% | +5.2% |
Q1 2023 | $2,260,220 | +85.3% | 9,061 | +58.3% | 0.31% | +20.2% |
Q4 2022 | $1,219,646 | +2.1% | 5,723 | +2.5% | 0.26% | -3.7% |
Q3 2022 | $1,194,000 | -8.0% | 5,582 | -4.1% | 0.27% | -1.5% |
Q2 2022 | $1,298,000 | -26.6% | 5,822 | -5.3% | 0.27% | -19.0% |
Q1 2022 | $1,768,000 | -9.7% | 6,147 | +0.7% | 0.34% | -9.2% |
Q4 2021 | $1,959,000 | +3.1% | 6,104 | -6.8% | 0.37% | -6.8% |
Q3 2021 | $1,901,000 | +0.9% | 6,550 | -0.3% | 0.40% | +0.3% |
Q2 2021 | $1,884,000 | +9.2% | 6,570 | -2.1% | 0.40% | -1.5% |
Q1 2021 | $1,725,000 | +1.2% | 6,713 | -0.2% | 0.40% | -3.4% |
Q4 2020 | $1,704,000 | +11.5% | 6,725 | +0.2% | 0.42% | +3.5% |
Q3 2020 | $1,528,000 | +12.0% | 6,713 | -0.5% | 0.40% | +4.7% |
Q2 2020 | $1,364,000 | +16.3% | 6,750 | -9.8% | 0.38% | -5.2% |
Q1 2020 | $1,173,000 | -20.5% | 7,486 | -7.5% | 0.40% | -2.6% |
Q4 2019 | $1,475,000 | -0.5% | 8,094 | -9.2% | 0.42% | -5.9% |
Q3 2019 | $1,482,000 | -10.9% | 8,912 | -12.5% | 0.44% | -10.2% |
Q2 2019 | $1,664,000 | – | 10,183 | – | 0.49% | – |
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% |