VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,555,394 | -26.7% | 5,814 | -22.5% | 0.39% | -7.8% |
Q2 2023 | $2,122,507 | +14.8% | 7,501 | +1.2% | 0.42% | +7.1% |
Q1 2023 | $1,848,175 | +15.5% | 7,409 | -1.3% | 0.39% | +8.6% |
Q4 2022 | $1,599,467 | +170.2% | 7,505 | +171.2% | 0.36% | +141.3% |
Q3 2022 | $592,000 | -3.9% | 2,767 | +0.0% | 0.15% | -2.0% |
Q2 2022 | $616,000 | -28.2% | 2,766 | -7.3% | 0.15% | -19.5% |
Q1 2022 | $858,000 | +20.5% | 2,984 | +34.5% | 0.19% | +22.6% |
Q4 2021 | $712,000 | +6.3% | 2,219 | -3.9% | 0.16% | -0.6% |
Q3 2021 | $670,000 | -0.6% | 2,310 | -1.8% | 0.16% | +5.4% |
Q2 2021 | $674,000 | +13.1% | 2,352 | +1.5% | 0.15% | +2.1% |
Q1 2021 | $596,000 | +1.7% | 2,318 | +0.3% | 0.14% | -8.2% |
Q4 2020 | $586,000 | -1.8% | 2,312 | -11.9% | 0.16% | -21.4% |
Q3 2020 | $597,000 | -45.1% | 2,625 | -51.2% | 0.20% | -53.0% |
Q2 2020 | $1,088,000 | +25.2% | 5,383 | -2.9% | 0.43% | -8.9% |
Q1 2020 | $869,000 | – | 5,544 | – | 0.47% | – |
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% |