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 | $570,762 | -0.3% | 2,096 | +3.6% | 0.34% | +0.6% |
Q2 2023 | $572,428 | +13.4% | 2,023 | 0.0% | 0.33% | +6.7% |
Q1 2023 | $504,617 | +17.0% | 2,023 | 0.0% | 0.31% | +20.5% |
Q4 2022 | $431,122 | +10.0% | 2,023 | +10.4% | 0.26% | -33.9% |
Q3 2022 | $392,000 | +36.6% | 1,833 | +42.3% | 0.39% | +38.5% |
Q2 2022 | $287,000 | +29.9% | 1,288 | +63.7% | 0.28% | +24.1% |
Q1 2022 | $221,000 | -12.6% | 787 | 0.0% | 0.23% | +19.4% |
Q4 2021 | $253,000 | +11.0% | 787 | 0.0% | 0.19% | +12.4% |
Q3 2021 | $228,000 | -0.9% | 787 | 0.0% | 0.17% | +2.4% |
Q2 2021 | $230,000 | +34.5% | 787 | +20.3% | 0.17% | +24.8% |
Q1 2021 | $171,000 | +11.8% | 654 | +8.6% | 0.13% | +14.7% |
Q4 2020 | $153,000 | – | 602 | – | 0.12% | – |
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% |