VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $295,456 | -5.5% | 1,085 | -1.8% | 0.09% | -3.2% |
Q2 2023 | $312,671 | -56.7% | 1,105 | -61.4% | 0.09% | -60.7% |
Q1 2023 | $721,734 | +20.2% | 2,863 | +1.6% | 0.24% | +11.7% |
Q4 2022 | $600,331 | -1.8% | 2,817 | -1.4% | 0.21% | -34.0% |
Q3 2022 | $611,469 | -21.9% | 2,858 | -18.6% | 0.32% | -20.4% |
Q2 2022 | $783,013 | -22.5% | 3,513 | 0.0% | 0.41% | -9.4% |
Q1 2022 | $1,010,339 | -10.8% | 3,513 | -0.4% | 0.45% | +12.2% |
Q4 2021 | $1,132,135 | +50.9% | 3,528 | +36.4% | 0.40% | +44.9% |
Q3 2021 | $750,380 | -0.6% | 2,586 | -1.7% | 0.28% | -6.4% |
Q2 2021 | $754,597 | +12.1% | 2,631 | +0.4% | 0.30% | -38.4% |
Q1 2021 | $673,445 | +13.1% | 2,620 | +11.5% | 0.48% | -7.7% |
Q4 2020 | $595,349 | – | 2,350 | – | 0.52% | – |
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% |