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 | $3,805,839 | -3.0% | 13,976 | +0.7% | 2.93% | -0.5% |
Q2 2023 | $3,925,539 | +18.1% | 13,873 | +4.1% | 2.94% | +1.2% |
Q1 2023 | $3,325,066 | +18.7% | 13,330 | +1.4% | 2.91% | +2.5% |
Q4 2022 | $2,801,145 | -0.6% | 13,144 | -0.2% | 2.84% | +0.7% |
Q3 2022 | $2,819,000 | -4.1% | 13,176 | -0.1% | 2.82% | +7.6% |
Q2 2022 | $2,941,000 | -24.2% | 13,194 | -2.2% | 2.62% | -6.2% |
Q1 2022 | $3,881,000 | -11.0% | 13,495 | -0.7% | 2.79% | +4.8% |
Q4 2021 | $4,361,000 | +10.5% | 13,590 | -0.1% | 2.67% | -0.7% |
Q3 2021 | $3,948,000 | +1.7% | 13,606 | +0.5% | 2.68% | -2.6% |
Q2 2021 | $3,882,000 | +12.5% | 13,536 | +0.8% | 2.76% | +2.7% |
Q1 2021 | $3,452,000 | -24.2% | 13,429 | -25.3% | 2.68% | -29.7% |
Q4 2020 | $4,555,000 | +8.5% | 17,980 | -2.6% | 3.82% | -3.5% |
Q3 2020 | $4,200,000 | +12.6% | 18,452 | -0.0% | 3.95% | +2.4% |
Q2 2020 | $3,730,000 | +30.5% | 18,458 | +1.2% | 3.86% | -4.7% |
Q1 2020 | $2,858,000 | -13.4% | 18,240 | +0.7% | 4.05% | +26.7% |
Q4 2019 | $3,299,000 | – | 18,112 | – | 3.20% | – |
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% |