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 | $7,634,816 | -5.8% | 28,037 | -2.1% | 1.09% | -3.8% |
Q2 2023 | $8,101,301 | +9.6% | 28,631 | -3.4% | 1.13% | +5.0% |
Q1 2023 | $7,390,846 | +16.4% | 29,630 | -0.5% | 1.08% | +8.1% |
Q4 2022 | $6,347,884 | +3.9% | 29,786 | +4.3% | 0.99% | -10.2% |
Q3 2022 | $6,109,000 | +2.1% | 28,553 | +6.4% | 1.11% | +5.8% |
Q2 2022 | $5,981,000 | -30.8% | 26,833 | -20.2% | 1.05% | -36.1% |
Q1 2022 | $8,645,000 | +6.4% | 33,635 | +32.9% | 1.64% | +33.4% |
Q4 2021 | $8,124,000 | +6.8% | 25,316 | -3.5% | 1.23% | -1.0% |
Q3 2021 | $7,609,000 | -4.3% | 26,221 | -5.4% | 1.24% | -6.8% |
Q2 2021 | $7,947,000 | -8.6% | 27,712 | -16.7% | 1.33% | -18.4% |
Q1 2021 | $8,698,000 | -12.9% | 33,266 | -15.7% | 1.63% | -22.4% |
Q4 2020 | $9,991,000 | -8.5% | 39,451 | -17.8% | 2.10% | -31.9% |
Q3 2020 | $10,915,000 | +3.7% | 47,973 | -7.9% | 3.08% | -5.8% |
Q2 2020 | $10,521,000 | +5.9% | 52,062 | -4.7% | 3.27% | +1.6% |
Q4 2019 | $9,937,000 | – | 54,607 | – | 3.22% | – |
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% |