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 | $28,026,060 | -3.4% | 102,920 | +0.4% | 25.23% | -1.7% |
Q2 2023 | $29,006,014 | +15.5% | 102,509 | +1.8% | 25.66% | +6.8% |
Q1 2023 | $25,103,986 | +19.9% | 100,734 | +2.5% | 24.03% | +8.5% |
Q4 2022 | $20,939,979 | +39.5% | 98,249 | +40.0% | 22.16% | +24.2% |
Q3 2022 | $15,011,000 | +4.1% | 70,154 | +8.4% | 17.84% | +11.5% |
Q2 2022 | $14,424,000 | -45.8% | 64,732 | -30.0% | 15.99% | -27.7% |
Q1 2022 | $26,611,000 | -5.0% | 92,526 | +5.9% | 22.13% | -3.9% |
Q4 2021 | $28,026,000 | – | 87,343 | – | 23.02% | – |
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% |