VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,314,540 | +3.3% | 26,861 | +7.3% | 4.38% | +6.8% |
Q2 2023 | $7,082,604 | +13.2% | 25,030 | -0.2% | 4.10% | +8.0% |
Q1 2023 | $6,256,004 | +8.4% | 25,080 | -7.4% | 3.80% | +8.1% |
Q4 2022 | $5,773,132 | -2.6% | 27,090 | -2.2% | 3.51% | -15.0% |
Q3 2022 | $5,928,000 | -4.0% | 27,707 | +0.1% | 4.13% | +0.6% |
Q2 2022 | $6,172,000 | -22.9% | 27,689 | -0.5% | 4.11% | -13.6% |
Q1 2022 | $8,006,000 | -18.9% | 27,838 | -9.5% | 4.76% | -13.0% |
Q4 2021 | $9,869,000 | +12.0% | 30,754 | +1.2% | 5.46% | +2.3% |
Q3 2021 | $8,815,000 | +1.9% | 30,379 | +0.7% | 5.34% | +2.6% |
Q2 2021 | $8,653,000 | +12.5% | 30,169 | +0.8% | 5.20% | +5.2% |
Q1 2021 | $7,694,000 | +3.5% | 29,935 | +2.1% | 4.95% | -2.5% |
Q4 2020 | $7,431,000 | +12.7% | 29,333 | +1.2% | 5.07% | -1.2% |
Q3 2020 | $6,595,000 | +16.9% | 28,975 | +3.8% | 5.14% | +8.3% |
Q2 2020 | $5,640,000 | +36.1% | 27,909 | +5.5% | 4.74% | +12.8% |
Q1 2020 | $4,145,000 | -6.1% | 26,452 | +9.2% | 4.21% | +18.0% |
Q4 2019 | $4,415,000 | +9.6% | 24,234 | -0.0% | 3.56% | +2.2% |
Q3 2019 | $4,030,000 | – | 24,239 | – | 3.49% | – |
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% |