VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,585,905 | -0.5% | 16,841 | +3.4% | 1.84% | +5.2% |
Q2 2023 | $4,609,287 | +22.2% | 16,290 | +7.7% | 1.75% | +16.5% |
Q1 2023 | $3,773,275 | +101.7% | 15,127 | +107.8% | 1.50% | +86.0% |
Q4 2022 | $1,871,000 | -42.8% | 7,279 | -52.4% | 0.81% | -48.4% |
Q3 2022 | $3,270,000 | +7.6% | 15,282 | +12.1% | 1.56% | +12.7% |
Q2 2022 | $3,038,000 | -15.0% | 13,631 | +9.7% | 1.39% | +3.0% |
Q1 2022 | $3,573,000 | -2.4% | 12,423 | +8.9% | 1.35% | +4.6% |
Q4 2021 | $3,659,000 | +45.5% | 11,403 | +30.1% | 1.29% | +28.7% |
Q2 2021 | $2,514,000 | +34.4% | 8,766 | +20.4% | 1.00% | +24.2% |
Q1 2021 | $1,871,000 | +42.3% | 7,279 | +40.3% | 0.81% | +5.5% |
Q4 2020 | $1,315,000 | +35.4% | 5,190 | +21.7% | 0.76% | +18.4% |
Q3 2020 | $971,000 | +22.1% | 4,264 | +8.3% | 0.65% | +12.7% |
Q2 2020 | $795,000 | +48.6% | 3,936 | +34.0% | 0.57% | +44.7% |
Q1 2020 | $535,000 | 0.0% | 2,937 | 0.0% | 0.40% | +1.5% |
Q4 2019 | $535,000 | – | 2,937 | – | 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% |