VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 733 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,201,920 | +3.2% | 15,431 | +7.2% | 0.56% | +6.9% |
Q2 2023 | $4,072,773 | +20.9% | 14,393 | +6.6% | 0.52% | +13.3% |
Q1 2023 | $3,368,576 | +26.7% | 13,505 | +8.2% | 0.46% | +24.1% |
Q4 2022 | $2,659,093 | +1.8% | 12,478 | +2.2% | 0.37% | -7.1% |
Q3 2022 | $2,613,000 | +11.9% | 12,211 | +16.6% | 0.40% | +10.3% |
Q2 2022 | $2,335,000 | -10.9% | 10,474 | +14.9% | 0.36% | +0.6% |
Q1 2022 | $2,621,000 | +97.8% | 9,113 | +120.7% | 0.36% | +94.6% |
Q4 2021 | $1,325,000 | +196.4% | 4,130 | +168.2% | 0.18% | +170.6% |
Q3 2021 | $447,000 | +13.5% | 1,540 | +12.2% | 0.07% | +15.3% |
Q2 2021 | $394,000 | +16.2% | 1,373 | -34.7% | 0.06% | -23.4% |
Q3 2018 | $339,000 | +7.6% | 2,103 | 0.0% | 0.08% | -2.5% |
Q2 2018 | $315,000 | +16.7% | 2,103 | +10.7% | 0.08% | +9.7% |
Q1 2018 | $270,000 | +16.9% | 1,900 | +15.9% | 0.07% | +16.1% |
Q4 2017 | $231,000 | – | 1,640 | – | 0.06% | – |
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% |