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 | $3,026,453 | -23.4% | 11,114 | -20.5% | 2.78% | -18.7% |
Q2 2023 | $3,953,517 | +17.8% | 13,972 | +3.8% | 3.42% | +6.6% |
Q1 2023 | $3,357,213 | +20.4% | 13,459 | +2.9% | 3.21% | +11.5% |
Q4 2022 | $2,787,479 | +64.8% | 13,080 | +65.5% | 2.88% | +24.5% |
Q3 2022 | $1,691,000 | -4.4% | 7,902 | -0.4% | 2.31% | +1.1% |
Q2 2022 | $1,769,000 | +22.6% | 7,936 | +58.2% | 2.28% | +30.8% |
Q1 2022 | $1,443,000 | -3.5% | 5,018 | +7.6% | 1.75% | +1.5% |
Q4 2021 | $1,496,000 | – | 4,663 | – | 1.72% | – |
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% |