VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,773,914 | -4.3% | 105,666 | -0.6% | 7.56% | -3.1% |
Q2 2023 | $30,072,866 | +14.9% | 106,280 | +1.3% | 7.80% | +3.9% |
Q1 2023 | $26,179,238 | +16.7% | 104,952 | -0.3% | 7.51% | +6.8% |
Q4 2022 | $22,440,218 | -8.7% | 105,299 | -8.4% | 7.04% | -16.9% |
Q3 2022 | $24,583,000 | +10.1% | 114,898 | +14.7% | 8.47% | +10.3% |
Q2 2022 | $22,321,000 | -17.7% | 100,145 | +6.1% | 7.68% | -4.7% |
Q1 2022 | $27,137,000 | +3.3% | 94,356 | +15.3% | 8.05% | -6.0% |
Q4 2021 | $26,262,000 | +16.5% | 81,840 | +5.3% | 8.57% | +5.2% |
Q3 2021 | $22,547,000 | -0.6% | 77,703 | -1.8% | 8.15% | -0.9% |
Q2 2021 | $22,689,000 | +12.3% | 79,108 | +0.6% | 8.22% | +3.3% |
Q1 2021 | $20,211,000 | +10.5% | 78,627 | +8.9% | 7.96% | -9.3% |
Q4 2020 | $18,287,000 | +14.9% | 72,181 | +3.3% | 8.77% | -4.5% |
Q3 2020 | $15,911,000 | +10.4% | 69,904 | -1.9% | 9.19% | +3.1% |
Q2 2020 | $14,406,000 | +41.9% | 71,284 | +10.0% | 8.91% | +10.9% |
Q1 2020 | $10,154,000 | -16.1% | 64,806 | -2.5% | 8.04% | +11.3% |
Q4 2019 | $12,105,000 | – | 66,450 | – | 7.22% | – |
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% |