VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,563,114 | -6.9% | 20,429 | -3.2% | 3.38% | +6.0% |
Q2 2023 | $5,974,157 | +8.1% | 21,113 | -4.7% | 3.19% | +37.2% |
Q1 2023 | $5,528,448 | +17.0% | 22,163 | -0.1% | 2.33% | +0.7% |
Q4 2022 | $4,726,067 | -1.4% | 22,177 | -1.0% | 2.31% | +4.9% |
Q3 2022 | $4,795,000 | +16.0% | 22,411 | +20.9% | 2.20% | +17.9% |
Q2 2022 | $4,133,000 | -51.3% | 18,543 | -37.2% | 1.87% | +6.4% |
Q1 2022 | $8,490,000 | +129.2% | 29,520 | +155.8% | 1.76% | +7.5% |
Q4 2021 | $3,704,000 | +36.6% | 11,542 | +23.5% | 1.63% | +24.1% |
Q3 2021 | $2,711,000 | +20.9% | 9,342 | +19.5% | 1.32% | +14.2% |
Q2 2021 | $2,242,000 | +41.6% | 7,818 | +26.9% | 1.15% | +23.7% |
Q1 2021 | $1,583,000 | +21.2% | 6,160 | +19.5% | 0.93% | +6.8% |
Q4 2020 | $1,306,000 | +78.7% | 5,154 | +60.5% | 0.87% | +61.8% |
Q3 2020 | $731,000 | +16.2% | 3,211 | +3.1% | 0.54% | +10.2% |
Q2 2020 | $629,000 | +24.6% | 3,113 | -3.4% | 0.49% | +1.9% |
Q1 2020 | $505,000 | +42.3% | 3,223 | +65.3% | 0.48% | +60.5% |
Q4 2019 | $355,000 | – | 1,950 | – | 0.30% | – |
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% |