VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $311,795 | -3.8% | 1,145 | 0.0% | 0.31% | +4.7% |
Q2 2023 | $323,989 | +13.4% | 1,145 | 0.0% | 0.30% | +3.5% |
Q1 2023 | $285,609 | +17.0% | 1,145 | 0.0% | 0.29% | -23.1% |
Q4 2022 | $244,011 | -0.4% | 1,145 | 0.0% | 0.37% | +41.4% |
Q3 2022 | $245,000 | -18.3% | 1,145 | -14.9% | 0.26% | -18.8% |
Q2 2022 | $300,000 | -22.5% | 1,346 | 0.0% | 0.32% | -9.7% |
Q1 2022 | $387,000 | -12.8% | 1,346 | -2.8% | 0.36% | -7.9% |
Q4 2021 | $444,000 | – | 1,385 | – | 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% |