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 | $13,465,597 | -5.0% | 70,400 | +40.5% | 2.52% | -4.5% |
Q2 2023 | $14,176,863 | -36.3% | 50,102 | -61.8% | 2.64% | -37.4% |
Q1 2023 | $22,247,204 | +117.9% | 131,074 | +173.6% | 4.21% | +103.2% |
Q4 2022 | $10,209,462 | -14.1% | 47,907 | -13.8% | 2.07% | -27.5% |
Q3 2022 | $11,885,000 | -7.5% | 55,550 | -3.7% | 2.85% | -5.0% |
Q2 2022 | $12,855,000 | -48.1% | 57,672 | -33.0% | 3.00% | -39.1% |
Q1 2022 | $24,746,000 | +266.8% | 86,041 | +309.2% | 4.93% | +241.1% |
Q4 2021 | $6,747,000 | +48.1% | 21,027 | +33.9% | 1.45% | -10.1% |
Q3 2021 | $4,556,000 | -22.0% | 15,701 | -22.9% | 1.61% | +15.4% |
Q2 2021 | $5,839,000 | +11.6% | 20,360 | -50.7% | 1.39% | +8.2% |
Q1 2021 | $5,230,000 | +15.9% | 41,292 | +6.5% | 1.29% | -3.3% |
Q4 2020 | $4,513,000 | – | 38,757 | – | 1.33% | – |
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% |