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 | $5,037,197 | +2.6% | 17,958 | +2.5% | 4.86% | -0.9% |
Q2 2023 | $4,909,098 | +23.7% | 17,524 | +9.9% | 4.90% | +13.8% |
Q1 2023 | $3,970,143 | +22.3% | 15,952 | +6.2% | 4.31% | +4.2% |
Q4 2022 | $3,245,684 | +62.3% | 15,025 | +64.5% | 4.13% | +46.2% |
Q3 2022 | $2,000,000 | -9.8% | 9,136 | +3.8% | 2.83% | -3.3% |
Q2 2022 | $2,218,000 | -0.4% | 8,804 | +14.0% | 2.92% | +2.3% |
Q1 2022 | $2,227,000 | +14.3% | 7,721 | +22.1% | 2.86% | +10.5% |
Q4 2021 | $1,949,000 | +32.7% | 6,324 | +23.6% | 2.58% | +14.7% |
Q3 2021 | $1,469,000 | +2.6% | 5,117 | +2.5% | 2.25% | -0.7% |
Q2 2021 | $1,432,000 | +11.5% | 4,992 | +1.6% | 2.27% | -1.1% |
Q1 2021 | $1,284,000 | +7.2% | 4,912 | +3.8% | 2.30% | -2.1% |
Q4 2020 | $1,198,000 | +13.1% | 4,730 | +1.7% | 2.34% | -14.2% |
Q3 2020 | $1,059,000 | +16.4% | 4,651 | +3.3% | 2.73% | -7.0% |
Q2 2020 | $910,000 | +38.9% | 4,502 | +7.8% | 2.94% | -1.1% |
Q1 2020 | $655,000 | +14.1% | 4,178 | +32.5% | 2.97% | +68.4% |
Q4 2019 | $574,000 | – | 3,153 | – | 1.76% | – |
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% |