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 | $4,535,808 | +0.7% | 16,657 | +4.7% | 3.17% | +5.2% |
Q2 2023 | $4,503,286 | +11.3% | 15,915 | -1.9% | 3.01% | +4.1% |
Q1 2023 | $4,047,129 | +9.3% | 16,225 | -6.6% | 2.90% | +0.9% |
Q4 2022 | $3,703,380 | +1.7% | 17,378 | +2.1% | 2.87% | -3.6% |
Q3 2022 | $3,640,000 | -2.2% | 17,013 | +1.9% | 2.98% | -5.9% |
Q2 2022 | $3,720,000 | -24.8% | 16,691 | -3.0% | 3.16% | +2.1% |
Q1 2022 | $4,947,000 | -25.8% | 17,200 | -17.2% | 3.10% | -35.4% |
Q4 2021 | $6,667,000 | – | 20,775 | – | 4.79% | – |
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% |