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 | $55,878,251 | -6.2% | 205,201 | -2.5% | 18.99% | +1.6% |
Q2 2023 | $59,572,420 | +12.1% | 210,533 | -1.2% | 18.69% | +7.1% |
Q1 2023 | $53,159,126 | +24.5% | 213,114 | +6.4% | 17.45% | +11.6% |
Q4 2022 | $42,696,495 | -5.3% | 200,350 | -5.0% | 15.63% | -8.6% |
Q3 2022 | $45,105,628 | -2.2% | 210,823 | +1.9% | 17.10% | +2.4% |
Q2 2022 | $46,108,552 | -21.6% | 206,867 | +1.1% | 16.69% | -10.2% |
Q1 2022 | $58,830,771 | -11.1% | 204,558 | -0.8% | 18.60% | -2.2% |
Q4 2021 | $66,155,279 | +9.0% | 206,155 | -1.4% | 19.02% | +2.5% |
Q3 2021 | $60,680,576 | -0.5% | 209,121 | -1.7% | 18.55% | -0.5% |
Q2 2021 | $60,990,511 | +8.8% | 212,651 | -2.5% | 18.64% | -0.5% |
Q1 2021 | $56,046,549 | -7.4% | 218,046 | -8.8% | 18.73% | -29.4% |
Q4 2020 | $60,542,233 | +9.4% | 238,976 | -1.7% | 26.54% | -3.8% |
Q3 2020 | $55,331,777 | +7.3% | 243,099 | -4.7% | 27.58% | -0.5% |
Q2 2020 | $51,576,306 | +24.5% | 255,215 | -3.5% | 27.72% | -8.8% |
Q1 2020 | $41,423,927 | -17.7% | 264,369 | -4.3% | 30.41% | -12.5% |
Q4 2019 | $50,304,977 | +7.6% | 276,143 | -1.8% | 34.76% | +0.1% |
Q3 2019 | $46,761,356 | +0.6% | 281,221 | -1.1% | 34.72% | +0.7% |
Q2 2019 | $46,473,353 | +3.6% | 284,432 | -0.8% | 34.47% | +5.3% |
Q1 2019 | $44,849,230 | +12.1% | 286,723 | -3.8% | 32.74% | +1.7% |
Q4 2018 | $40,023,954 | -15.2% | 297,952 | +1.6% | 32.18% | -5.1% |
Q3 2018 | $47,213,798 | +6.1% | 293,181 | -1.3% | 33.92% | +2.7% |
Q2 2018 | $44,487,411 | +5.6% | 296,959 | +0.0% | 33.03% | +1.7% |
Q1 2018 | $42,121,117 | -3.3% | 296,878 | -4.1% | 32.46% | -11.2% |
Q4 2017 | $43,554,445 | +4.4% | 309,665 | -1.5% | 36.55% | -1.0% |
Q3 2017 | $41,723,606 | +5.3% | 314,302 | +0.8% | 36.91% | +0.4% |
Q2 2017 | $39,628,933 | +0.9% | 311,941 | -3.4% | 36.75% | -3.0% |
Q1 2017 | $39,278,802 | +4.6% | 322,857 | -4.2% | 37.89% | +1.6% |
Q4 2016 | $37,559,443 | +0.7% | 336,916 | +1.4% | 37.29% | -0.5% |
Q3 2016 | $37,292,286 | +3.8% | 332,107 | -0.9% | 37.47% | -0.2% |
Q2 2016 | $35,939,403 | +1.3% | 335,256 | +0.6% | 37.56% | +4.4% |
Q1 2016 | $35,490,891 | -0.0% | 333,404 | -0.1% | 35.97% | -4.3% |
Q4 2015 | $35,505,131 | – | 333,726 | – | 37.57% | – |
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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% |