VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $355,185 | -3.9% | 1,304 | -0.2% | 0.18% | -6.2% |
Q2 2023 | $369,619 | +12.6% | 1,306 | -6.1% | 0.19% | +7.9% |
Q1 2023 | $328,306 | +36.2% | 1,391 | +23.0% | 0.18% | +29.0% |
Q4 2022 | $241,042 | +9.1% | 1,131 | +26.8% | 0.14% | +7.0% |
Q3 2022 | $221,000 | -12.6% | 892 | +1.7% | 0.13% | +6.6% |
Q1 2022 | $253,000 | -10.0% | 877 | 0.0% | 0.12% | -8.3% |
Q4 2021 | $281,000 | +10.6% | 877 | 0.0% | 0.13% | +0.8% |
Q3 2021 | $254,000 | +0.8% | 877 | -0.2% | 0.13% | -1.5% |
Q2 2021 | $252,000 | +11.5% | 879 | 0.0% | 0.13% | +1.5% |
Q1 2021 | $226,000 | +0.9% | 879 | -0.5% | 0.13% | -7.1% |
Q4 2020 | $224,000 | – | 883 | – | 0.14% | – |
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% |