VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $212,135 | -3.8% | 779 | 0.0% | 0.12% | -4.1% |
Q2 2023 | $220,405 | +0.6% | 779 | +2.5% | 0.12% | -19.6% |
Q1 2022 | $219,000 | -8.8% | 760 | +1.6% | 0.15% | -6.7% |
Q4 2021 | $240,000 | -74.8% | 748 | -77.2% | 0.16% | -52.3% |
Q3 2021 | $953,000 | +1.6% | 3,283 | +0.5% | 0.34% | -10.9% |
Q2 2021 | $938,000 | +17.1% | 3,267 | +4.8% | 0.39% | -12.1% |
Q1 2021 | $801,000 | +0.5% | 3,116 | -0.9% | 0.44% | -13.8% |
Q4 2020 | $797,000 | – | 3,145 | – | 0.51% | – |
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% |