VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $478 | +29.2% | 1,757 | +34.2% | 0.05% | +35.1% |
Q2 2023 | $370 | +13.1% | 1,309 | 0.0% | 0.04% | -11.9% |
Q1 2023 | $327 | -8.9% | 1,309 | -22.3% | 0.04% | -10.6% |
Q4 2022 | $359 | -99.9% | 1,684 | 0.0% | 0.05% | +4.4% |
Q3 2022 | $360,000 | -3.7% | 1,684 | +0.5% | 0.04% | 0.0% |
Q2 2022 | $374,000 | -20.4% | 1,676 | +2.5% | 0.04% | 0.0% |
Q1 2022 | $470,000 | -10.5% | 1,635 | 0.0% | 0.04% | -10.0% |
Q4 2021 | $525,000 | +10.8% | 1,635 | 0.0% | 0.05% | -21.9% |
Q3 2021 | $474,000 | -2.1% | 1,635 | -3.0% | 0.06% | +28.0% |
Q2 2021 | $484,000 | +11.0% | 1,686 | -0.7% | 0.05% | +11.1% |
Q1 2021 | $436,000 | -4.6% | 1,698 | -15.4% | 0.04% | -28.6% |
Q3 2020 | $457,000 | +12.3% | 2,006 | -0.5% | 0.06% | +10.5% |
Q2 2020 | $407,000 | +27.6% | 2,016 | -1.1% | 0.06% | +9.6% |
Q1 2020 | $319,000 | -18.2% | 2,039 | -4.9% | 0.05% | -5.5% |
Q4 2019 | $390,000 | +9.6% | 2,143 | 0.0% | 0.06% | +3.8% |
Q3 2019 | $356,000 | +1.7% | 2,143 | +0.0% | 0.05% | 0.0% |
Q2 2019 | $350,000 | +4.5% | 2,142 | 0.0% | 0.05% | -1.9% |
Q1 2019 | $335,000 | +16.3% | 2,142 | 0.0% | 0.05% | 0.0% |
Q4 2018 | $288,000 | -16.5% | 2,142 | 0.0% | 0.05% | -3.6% |
Q3 2018 | $345,000 | +12.7% | 2,142 | +4.9% | 0.06% | +5.7% |
Q2 2018 | $306,000 | – | 2,042 | – | 0.05% | – |
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% |