VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $493,867 | +9.2% | 1,814 | +13.5% | 0.15% | +13.2% |
Q2 2023 | $452,273 | +25.8% | 1,598 | +10.9% | 0.13% | +19.4% |
Q1 2023 | $359,513 | +22.6% | 1,441 | +4.7% | 0.11% | +17.4% |
Q4 2022 | $293,170 | -0.3% | 1,376 | +0.2% | 0.09% | -6.1% |
Q3 2022 | $294,000 | -3.9% | 1,373 | +0.1% | 0.10% | -6.7% |
Q2 2022 | $306,000 | -21.7% | 1,371 | +1.0% | 0.10% | -9.5% |
Q1 2022 | $391,000 | -13.5% | 1,358 | -3.5% | 0.12% | -16.5% |
Q4 2021 | $452,000 | +15.9% | 1,407 | +4.6% | 0.14% | +6.9% |
Q3 2021 | $390,000 | +7.1% | 1,345 | +6.0% | 0.13% | +8.3% |
Q2 2021 | $364,000 | -14.6% | 1,269 | -23.5% | 0.12% | -16.7% |
Q1 2021 | $426,000 | +10.9% | 1,659 | +9.6% | 0.14% | +5.1% |
Q4 2020 | $384,000 | +14.3% | 1,514 | +2.5% | 0.14% | +0.7% |
Q3 2020 | $336,000 | +17.9% | 1,477 | +4.6% | 0.14% | +10.6% |
Q2 2020 | $285,000 | +46.2% | 1,412 | +13.4% | 0.12% | +25.5% |
Q1 2020 | $195,000 | -7.6% | 1,245 | +7.7% | 0.10% | +15.3% |
Q4 2019 | $211,000 | – | 1,156 | – | 0.08% | – |
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% |