VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $730,077 | -3.0% | 2,660 | 0.0% | 0.33% | -1.2% |
Q2 2023 | $752,762 | +13.7% | 2,660 | +0.2% | 0.33% | +4.4% |
Q1 2023 | $662,039 | +38.4% | 2,654 | +20.9% | 0.32% | +23.7% |
Q4 2022 | $478,394 | -34.0% | 2,195 | -35.2% | 0.26% | -40.5% |
Q3 2022 | $725,000 | +31.3% | 3,387 | +44.0% | 0.43% | +40.3% |
Q2 2022 | $552,000 | -34.1% | 2,352 | -20.8% | 0.31% | -26.1% |
Q1 2022 | $838,000 | -12.4% | 2,970 | -0.4% | 0.42% | -17.9% |
Q4 2021 | $957,000 | +4.5% | 2,981 | -4.5% | 0.51% | -6.6% |
Q3 2021 | $916,000 | +0.1% | 3,123 | 0.0% | 0.54% | -0.9% |
Q2 2021 | $915,000 | +12.1% | 3,123 | 0.0% | 0.55% | 0.0% |
Q1 2021 | $816,000 | +2.0% | 3,123 | -1.1% | 0.55% | -8.0% |
Q4 2020 | $800,000 | +9.9% | 3,157 | 0.0% | 0.60% | +1.0% |
Q3 2020 | $728,000 | +21.9% | 3,157 | +6.9% | 0.59% | +8.4% |
Q2 2020 | $597,000 | +40.8% | 2,952 | +9.1% | 0.54% | +18.0% |
Q1 2020 | $424,000 | +0.5% | 2,707 | +16.8% | 0.46% | +18.5% |
Q4 2019 | $422,000 | – | 2,317 | – | 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% |