VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,701,873 | -2.8% | 53,989 | +1.0% | 8.76% | +0.9% |
Q2 2023 | $15,131,824 | +16.1% | 53,477 | +2.3% | 8.68% | +10.8% |
Q1 2023 | $13,037,064 | +23.4% | 52,265 | +5.4% | 7.83% | +14.9% |
Q4 2022 | $10,564,881 | +8.3% | 49,575 | +8.7% | 6.82% | -1.9% |
Q3 2022 | $9,759,000 | -1.3% | 45,615 | +2.8% | 6.95% | -5.5% |
Q2 2022 | $9,892,000 | -16.7% | 44,381 | +7.5% | 7.36% | -15.0% |
Q1 2022 | $11,871,000 | -4.0% | 41,276 | +7.1% | 8.65% | -1.0% |
Q4 2021 | $12,367,000 | +13.6% | 38,537 | +2.7% | 8.74% | +7.6% |
Q3 2021 | $10,888,000 | +7.3% | 37,521 | +6.0% | 8.12% | +0.8% |
Q2 2021 | $10,149,000 | +28.9% | 35,387 | +15.5% | 8.06% | +15.1% |
Q1 2021 | $7,872,000 | +11.3% | 30,626 | +9.7% | 7.00% | +0.6% |
Q4 2020 | $7,073,000 | – | 27,920 | – | 6.95% | – |
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% |