VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $787,294 | -13.7% | 2,891 | -10.4% | 0.61% | -9.5% |
Q2 2023 | $912,416 | +115.1% | 3,225 | +89.6% | 0.67% | +97.4% |
Q1 2023 | $424,183 | +16.1% | 1,701 | -0.8% | 0.34% | +10.0% |
Q4 2022 | $365,386 | -0.4% | 1,715 | 0.0% | 0.31% | -17.8% |
Q3 2022 | $367,000 | -3.9% | 1,715 | 0.0% | 0.38% | +1.3% |
Q2 2022 | $382,000 | -22.7% | 1,715 | -0.1% | 0.37% | -11.6% |
Q1 2022 | $494,000 | -10.3% | 1,717 | -0.1% | 0.42% | +9.9% |
Q4 2021 | $551,000 | +8.7% | 1,718 | -1.6% | 0.38% | +7.6% |
Q3 2021 | $507,000 | +0.4% | 1,746 | -0.9% | 0.36% | -0.3% |
Q2 2021 | $505,000 | +11.0% | 1,762 | -0.6% | 0.36% | +2.6% |
Q1 2021 | $455,000 | -0.9% | 1,772 | -2.2% | 0.35% | -14.9% |
Q4 2020 | $459,000 | +11.4% | 1,811 | 0.0% | 0.41% | -1.9% |
Q3 2020 | $412,000 | +8.4% | 1,811 | -3.6% | 0.42% | +0.2% |
Q2 2020 | $380,000 | +16.9% | 1,879 | -9.3% | 0.42% | +4.8% |
Q1 2020 | $325,000 | -13.8% | 2,072 | 0.0% | 0.40% | +1.5% |
Q4 2019 | $377,000 | – | 2,072 | – | 0.39% | – |
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% |