VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $436,444 | -3.8% | 1,603 | 0.0% | 0.18% | -1.6% |
Q2 2023 | $453,513 | -13.7% | 1,603 | -23.9% | 0.19% | -19.4% |
Q1 2023 | $525,432 | +17.0% | 2,106 | 0.0% | 0.23% | +18.4% |
Q4 2022 | $448,905 | -0.5% | 2,106 | 0.0% | 0.20% | +41.0% |
Q3 2022 | $451,000 | -4.0% | 2,106 | 0.0% | 0.14% | -12.6% |
Q2 2022 | $470,000 | -22.4% | 2,106 | 0.0% | 0.16% | -0.6% |
Q1 2022 | $606,000 | -10.8% | 2,106 | -0.4% | 0.16% | +42.9% |
Q4 2021 | $679,000 | +10.4% | 2,114 | 0.0% | 0.11% | +3.7% |
Q3 2021 | $615,000 | +1.5% | 2,114 | 0.0% | 0.11% | -12.2% |
Q2 2021 | $606,000 | +11.6% | 2,114 | 0.0% | 0.12% | +46.4% |
Q1 2021 | $543,000 | +1.3% | 2,114 | 0.0% | 0.08% | +23.5% |
Q4 2020 | $536,000 | – | 2,114 | – | 0.07% | – |
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% |