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 | $643,832 | +2.3% | 2,364 | +6.3% | 0.46% | +4.8% |
Q2 2023 | $629,394 | +93.9% | 2,224 | +70.9% | 0.44% | +34.0% |
Q1 2023 | $324,594 | +14.9% | 1,301 | -1.8% | 0.33% | +10.9% |
Q4 2022 | $282,424 | -2.6% | 1,325 | -2.4% | 0.29% | -9.0% |
Q3 2022 | $290,000 | -6.1% | 1,357 | -2.2% | 0.32% | -5.8% |
Q2 2022 | $309,000 | -16.5% | 1,388 | +7.9% | 0.34% | -19.3% |
Q1 2022 | $370,000 | -6.3% | 1,286 | +4.5% | 0.42% | -6.0% |
Q4 2021 | $395,000 | -29.8% | 1,231 | -36.5% | 0.45% | -6.4% |
Q3 2021 | $563,000 | -8.5% | 1,940 | -9.5% | 0.48% | -8.9% |
Q2 2021 | $615,000 | +4.4% | 2,144 | -6.4% | 0.53% | +1.0% |
Q1 2021 | $589,000 | +6.1% | 2,291 | +4.6% | 0.52% | +0.2% |
Q4 2020 | $555,000 | +13.7% | 2,190 | +2.2% | 0.52% | +14.7% |
Q3 2020 | $488,000 | +10.7% | 2,142 | +1.9% | 0.46% | +2.9% |
Q2 2020 | $441,000 | +39.1% | 2,102 | +4.1% | 0.44% | +41.4% |
Q1 2020 | $317,000 | -20.8% | 2,020 | -8.0% | 0.31% | -15.8% |
Q4 2019 | $400,000 | – | 2,196 | – | 0.37% | – |
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% |