VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,164,028 | +3.0% | 7,947 | +7.0% | 0.63% | -8.6% |
Q2 2023 | $2,101,039 | +13.1% | 7,425 | -0.3% | 0.69% | +21.0% |
Q1 2023 | $1,857,258 | +8.8% | 7,446 | -7.1% | 0.57% | +14.1% |
Q4 2022 | $1,707,389 | +34.1% | 8,012 | +34.7% | 0.50% | +30.7% |
Q3 2022 | $1,273,000 | -4.9% | 5,950 | -0.9% | 0.38% | +1.6% |
Q2 2022 | $1,338,000 | -34.8% | 6,002 | -15.9% | 0.38% | -27.3% |
Q1 2022 | $2,051,000 | -51.6% | 7,133 | -45.7% | 0.52% | -59.0% |
Q4 2021 | $4,241,000 | +15.4% | 13,125 | +3.6% | 1.26% | +1.0% |
Q3 2021 | $3,675,000 | +7.3% | 12,663 | +6.0% | 1.24% | +8.5% |
Q2 2021 | $3,426,000 | -9.5% | 11,945 | -18.9% | 1.15% | -25.4% |
Q1 2021 | $3,786,000 | -0.6% | 14,730 | -2.0% | 1.54% | -4.1% |
Q4 2020 | $3,809,000 | – | 15,034 | – | 1.60% | – |
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% |