VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $625,768 | +10.2% | 2,298 | +14.5% | 0.14% | +13.7% |
Q2 2023 | $567,901 | +13.4% | 2,007 | 0.0% | 0.12% | +8.8% |
Q1 2023 | $500,626 | +17.0% | 2,007 | 0.0% | 0.11% | +11.8% |
Q4 2022 | $427,712 | -0.3% | 2,007 | 0.0% | 0.10% | -3.8% |
Q3 2022 | $429,000 | +13.2% | 2,007 | +17.9% | 0.11% | +20.5% |
Q2 2022 | $379,000 | -22.5% | 1,702 | 0.0% | 0.09% | -7.4% |
Q1 2022 | $489,000 | -10.4% | 1,702 | 0.0% | 0.10% | -6.9% |
Q4 2021 | $546,000 | +2.4% | 1,702 | -7.3% | 0.10% | -2.9% |
Q3 2021 | $533,000 | +1.1% | 1,837 | 0.0% | 0.10% | +5.0% |
Q2 2021 | $527,000 | +11.7% | 1,837 | 0.0% | 0.10% | +4.2% |
Q1 2021 | $472,000 | +1.5% | 1,837 | 0.0% | 0.10% | -5.0% |
Q4 2020 | $465,000 | +11.2% | 1,837 | 0.0% | 0.10% | -1.0% |
Q3 2020 | $418,000 | +12.7% | 1,837 | 0.0% | 0.10% | +4.1% |
Q2 2020 | $371,000 | +28.8% | 1,837 | 0.0% | 0.10% | +12.6% |
Q1 2020 | $288,000 | -14.0% | 1,837 | 0.0% | 0.09% | +7.4% |
Q4 2019 | $335,000 | +9.8% | 1,837 | 0.0% | 0.08% | +2.5% |
Q3 2019 | $305,000 | +1.7% | 1,837 | 0.0% | 0.08% | 0.0% |
Q2 2019 | $300,000 | +4.5% | 1,837 | 0.0% | 0.08% | -2.5% |
Q1 2019 | $287,000 | +16.2% | 1,837 | 0.0% | 0.08% | 0.0% |
Q4 2018 | $247,000 | -16.6% | 1,837 | 0.0% | 0.08% | 0.0% |
Q3 2018 | $296,000 | +5.0% | 1,837 | -2.3% | 0.08% | -3.6% |
Q2 2018 | $282,000 | +8.0% | 1,880 | +2.3% | 0.08% | -3.4% |
Q1 2018 | $261,000 | +1.2% | 1,837 | 0.0% | 0.09% | +4.8% |
Q4 2017 | $258,000 | +5.7% | 1,837 | 0.0% | 0.08% | -1.2% |
Q3 2017 | $244,000 | +4.7% | 1,837 | 0.0% | 0.08% | -2.3% |
Q2 2017 | $233,000 | +4.0% | 1,837 | 0.0% | 0.09% | -1.1% |
Q1 2017 | $224,000 | +9.3% | 1,837 | 0.0% | 0.09% | +1.2% |
Q4 2016 | $205,000 | -0.5% | 1,837 | 0.0% | 0.09% | -7.5% |
Q3 2016 | $206,000 | – | 1,837 | – | 0.09% | – |
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% |