VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $836,343 | -4.7% | 3,071 | -1.0% | 0.39% | -0.3% |
Q2 2023 | $877,527 | +9.5% | 3,101 | -3.5% | 0.39% | +2.6% |
Q1 2023 | $801,248 | +17.1% | 3,212 | 0.0% | 0.38% | +14.7% |
Q4 2022 | $684,533 | -0.4% | 3,212 | 0.0% | 0.33% | -18.9% |
Q3 2022 | $687,000 | -4.1% | 3,212 | 0.0% | 0.41% | -2.1% |
Q2 2022 | $716,000 | -22.3% | 3,212 | +0.2% | 0.42% | -13.4% |
Q1 2022 | $922,000 | -10.1% | 3,207 | +0.3% | 0.49% | -1.2% |
Q4 2021 | $1,026,000 | +10.6% | 3,197 | 0.0% | 0.49% | +4.5% |
Q3 2021 | $928,000 | +1.2% | 3,197 | 0.0% | 0.47% | -3.5% |
Q2 2021 | $917,000 | +9.0% | 3,197 | -2.3% | 0.49% | -1.6% |
Q1 2021 | $841,000 | -6.9% | 3,273 | -8.1% | 0.50% | -12.7% |
Q4 2020 | $903,000 | +8.9% | 3,563 | -2.2% | 0.57% | -6.1% |
Q3 2020 | $829,000 | +11.3% | 3,642 | -1.2% | 0.60% | +5.0% |
Q2 2020 | $745,000 | +29.3% | 3,688 | +0.4% | 0.58% | +8.7% |
Q1 2020 | $576,000 | -52.4% | 3,674 | -44.7% | 0.53% | -39.9% |
Q4 2019 | $1,210,000 | – | 6,642 | – | 0.88% | – |
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% |