VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,869,454 | 0.0% | 41,948 | 0.0% | 3.15% | 0.0% |
Q2 2023 | $11,869,454 | +29.9% | 41,948 | +14.5% | 3.15% | +17.9% |
Q1 2023 | $9,140,772 | +37.1% | 36,645 | +17.2% | 2.67% | +17.9% |
Q4 2022 | $6,665,229 | +0.3% | 31,276 | +5.0% | 2.26% | +2.3% |
Q3 2022 | $6,643,000 | -26.7% | 29,794 | -5.4% | 2.21% | -1.5% |
Q2 2022 | $9,061,000 | -2.1% | 31,506 | -2.1% | 2.24% | +2.0% |
Q1 2022 | $9,255,000 | – | 32,178 | – | 2.20% | – |
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% |