VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $432,894 | +15.3% | 1,590 | +19.8% | 0.07% | +20.3% |
Q2 2023 | $375,412 | +13.6% | 1,327 | +0.2% | 0.06% | +1.7% |
Q1 2023 | $330,503 | +17.2% | 1,325 | +0.2% | 0.06% | +1.8% |
Q4 2022 | $281,920 | -0.4% | 1,323 | +0.2% | 0.06% | -6.6% |
Q3 2022 | $283,000 | -3.7% | 1,320 | +0.2% | 0.06% | -1.6% |
Q2 2022 | $294,000 | -22.4% | 1,318 | +0.1% | 0.06% | -10.1% |
Q1 2022 | $379,000 | -10.2% | 1,317 | +0.2% | 0.07% | -8.0% |
Q4 2021 | $422,000 | +10.8% | 1,315 | +0.1% | 0.08% | 0.0% |
Q3 2021 | $381,000 | +1.3% | 1,314 | +0.2% | 0.08% | 0.0% |
Q2 2021 | $376,000 | +11.6% | 1,312 | +0.1% | 0.08% | -2.6% |
Q1 2021 | $337,000 | -3.7% | 1,311 | +0.2% | 0.08% | -3.8% |
Q4 2020 | $350,000 | +11.1% | 1,309 | +0.2% | 0.08% | -8.0% |
Q3 2020 | $315,000 | +10.5% | 1,307 | +0.2% | 0.09% | -2.2% |
Q2 2020 | $285,000 | +26.7% | 1,305 | +0.2% | 0.09% | +2.3% |
Q1 2020 | $225,000 | -9.6% | 1,302 | +0.2% | 0.09% | +4.8% |
Q4 2019 | $249,000 | +11.7% | 1,300 | +0.3% | 0.08% | -1.2% |
Q3 2019 | $223,000 | +8.3% | 1,296 | +4.6% | 0.08% | 0.0% |
Q2 2019 | $206,000 | – | 1,239 | – | 0.08% | – |
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% |