VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $353,507 | -5.2% | 1,298 | -1.4% | 0.32% | -7.3% |
Q2 2023 | $372,784 | +9.8% | 1,317 | -3.3% | 0.34% | +0.3% |
Q1 2023 | $339,630 | +18.6% | 1,362 | +1.3% | 0.34% | +8.3% |
Q4 2022 | $286,473 | -0.2% | 1,344 | 0.0% | 0.32% | -9.5% |
Q3 2022 | $287,000 | -3.7% | 1,344 | +0.4% | 0.35% | -3.1% |
Q2 2022 | $298,000 | -15.1% | 1,338 | +9.7% | 0.36% | -2.7% |
Q1 2022 | $351,000 | -20.2% | 1,220 | -11.0% | 0.37% | -17.1% |
Q4 2021 | $440,000 | – | 1,371 | – | 0.44% | – |
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% |