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 | $66,201 | +48.9% | 243 | +54.8% | 0.01% | +40.0% |
Q2 2023 | $44,449 | -23.2% | 157 | -32.3% | 0.01% | -37.5% |
Q1 2023 | $57,886 | +17.1% | 232 | 0.0% | 0.02% | +6.7% |
Q4 2022 | $49,449 | -56.6% | 232 | -54.6% | 0.02% | -51.6% |
Q2 2022 | $114,000 | -21.9% | 511 | +0.6% | 0.03% | -18.4% |
Q1 2022 | $146,000 | +29.2% | 508 | +44.3% | 0.04% | +35.7% |
Q4 2021 | $113,000 | -4.2% | 352 | -14.1% | 0.03% | -17.6% |
Q2 2021 | $118,000 | +12.4% | 410 | 0.0% | 0.03% | -2.9% |
Q1 2021 | $105,000 | -10.3% | 410 | -10.9% | 0.04% | -61.1% |
Q4 2020 | $117,000 | – | 460 | – | 0.09% | – |
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% |