VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $779,259 | -3.4% | 2,862 | +0.4% | 0.19% | +3.8% |
Q2 2023 | $807,072 | +13.2% | 2,852 | -0.2% | 0.18% | +5.8% |
Q1 2023 | $712,850 | +9.1% | 2,858 | -6.8% | 0.17% | +7.5% |
Q4 2022 | $653,665 | -0.8% | 3,067 | -0.4% | 0.16% | -7.0% |
Q3 2022 | $659,000 | -10.3% | 3,079 | -6.7% | 0.17% | +27.4% |
Q2 2022 | $735,000 | -36.2% | 3,300 | -17.6% | 0.14% | -31.1% |
Q1 2022 | $1,152,000 | -0.3% | 4,005 | +0.7% | 0.20% | -5.8% |
Q3 2021 | $1,155,000 | +38.8% | 3,979 | +37.1% | 0.21% | +33.3% |
Q2 2021 | $832,000 | +42.0% | 2,903 | +27.4% | 0.16% | +27.9% |
Q1 2021 | $586,000 | +19.6% | 2,278 | +17.7% | 0.12% | +10.9% |
Q4 2020 | $490,000 | +14.0% | 1,935 | +2.5% | 0.11% | -0.9% |
Q3 2020 | $430,000 | +18.5% | 1,888 | +5.0% | 0.11% | -19.6% |
Q2 2020 | $363,000 | +98.4% | 1,798 | +54.3% | 0.14% | +72.5% |
Q1 2020 | $183,000 | -48.2% | 1,165 | -39.8% | 0.08% | -42.9% |
Q4 2019 | $353,000 | – | 1,935 | – | 0.14% | – |
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% |