VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,052,856 | +4.4% | 3,866 | +8.5% | 0.24% | +5.3% |
Q2 2023 | $1,008,579 | +16.7% | 3,564 | +2.9% | 0.23% | +10.1% |
Q1 2023 | $864,406 | +21.5% | 3,465 | +3.8% | 0.21% | +14.4% |
Q4 2022 | $711,231 | +1.5% | 3,337 | +1.9% | 0.18% | +1.1% |
Q3 2022 | $701,000 | +13.2% | 3,275 | +18.0% | 0.18% | +14.0% |
Q2 2022 | $619,000 | -14.0% | 2,775 | +10.8% | 0.16% | -6.0% |
Q1 2022 | $720,000 | -7.0% | 2,504 | +3.8% | 0.17% | -3.5% |
Q4 2021 | $774,000 | +13.5% | 2,412 | +2.6% | 0.17% | +3.6% |
Q3 2021 | $682,000 | +5.1% | 2,351 | +3.9% | 0.17% | +1.8% |
Q2 2021 | $649,000 | +12.3% | 2,262 | +0.5% | 0.16% | +0.6% |
Q1 2021 | $578,000 | -1.2% | 2,250 | -2.5% | 0.16% | -10.9% |
Q4 2020 | $585,000 | -8.9% | 2,308 | -18.2% | 0.18% | -18.7% |
Q3 2020 | $642,000 | -6.3% | 2,822 | -16.7% | 0.22% | -13.8% |
Q2 2020 | $685,000 | +3.2% | 3,388 | -10.6% | 0.26% | -8.1% |
Q1 2020 | $664,000 | -26.5% | 3,788 | -16.1% | 0.28% | -26.4% |
Q4 2019 | $903,000 | – | 4,513 | – | 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% |