VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $301,495 | -3.8% | 1,107 | 0.0% | 0.04% | -2.2% |
Q2 2023 | $313,278 | +14.1% | 1,107 | +0.5% | 0.04% | +2.3% |
Q1 2023 | $274,663 | +14.5% | 1,101 | -2.2% | 0.04% | +4.8% |
Q4 2022 | $239,981 | -0.4% | 1,126 | +0.1% | 0.04% | -17.6% |
Q3 2022 | $241,000 | -4.0% | 1,125 | 0.0% | 0.05% | -8.9% |
Q2 2022 | $251,000 | -31.8% | 1,125 | -12.0% | 0.06% | -23.3% |
Q1 2022 | $368,000 | -10.0% | 1,278 | +0.2% | 0.07% | -11.0% |
Q4 2021 | $409,000 | +10.8% | 1,275 | +0.2% | 0.08% | +5.1% |
Q3 2021 | $369,000 | +1.4% | 1,272 | +0.2% | 0.08% | -7.1% |
Q2 2021 | $364,000 | +11.7% | 1,269 | 0.0% | 0.08% | -2.3% |
Q1 2021 | $326,000 | +15.6% | 1,269 | +14.1% | 0.09% | +4.9% |
Q4 2020 | $282,000 | +11.5% | 1,112 | 0.0% | 0.08% | -13.7% |
Q3 2020 | $253,000 | +12.4% | 1,112 | 0.0% | 0.10% | -3.1% |
Q2 2020 | $225,000 | +10.3% | 1,112 | -0.9% | 0.10% | -7.5% |
Q4 2019 | $204,000 | – | 1,122 | – | 0.11% | – |
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% |