VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $517,661 | +9.2% | 1,901 | 0.0% | 0.37% | +8.4% |
Q2 2023 | $474,185 | 0.0% | 1,901 | 0.0% | 0.34% | 0.0% |
Q1 2023 | $474,185 | +17.0% | 1,901 | 0.0% | 0.34% | +12.8% |
Q4 2022 | $405,122 | -0.5% | 1,901 | 0.0% | 0.30% | -5.3% |
Q3 2022 | $407,000 | -6.4% | 1,901 | -2.6% | 0.32% | +1.3% |
Q2 2022 | $435,000 | -22.5% | 1,951 | 0.0% | 0.32% | -9.1% |
Q1 2022 | $561,000 | -18.6% | 1,951 | -9.1% | 0.35% | -15.7% |
Q4 2021 | $689,000 | +10.6% | 2,146 | 0.0% | 0.42% | +1.2% |
Q3 2021 | $623,000 | +1.3% | 2,146 | 0.0% | 0.41% | -3.1% |
Q2 2021 | $615,000 | +9.6% | 2,146 | -1.6% | 0.42% | +1.0% |
Q1 2021 | $561,000 | +0.9% | 2,181 | -0.7% | 0.42% | -9.5% |
Q4 2020 | $556,000 | +11.2% | 2,196 | 0.0% | 0.46% | -2.7% |
Q3 2020 | $500,000 | +12.6% | 2,196 | 0.0% | 0.48% | +1.7% |
Q2 2020 | $444,000 | +29.1% | 2,196 | 0.0% | 0.47% | +12.0% |
Q1 2020 | $344,000 | -16.5% | 2,196 | -2.9% | 0.42% | +6.4% |
Q4 2019 | $412,000 | – | 2,262 | – | 0.39% | – |
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% |