VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $803,316 | +93417.6% | 2,950 | -2.9% | 0.04% | -2.8% |
Q2 2023 | $859 | +12.4% | 3,038 | -0.8% | 0.04% | +9.1% |
Q1 2023 | $764 | +11.9% | 3,063 | -4.4% | 0.03% | +10.0% |
Q4 2022 | $683 | -99.9% | 3,205 | -45.2% | 0.03% | -64.7% |
Q3 2022 | $1,251,000 | -4.8% | 5,848 | -0.8% | 0.08% | +46.6% |
Q2 2022 | $1,314,000 | -22.5% | 5,897 | 0.0% | 0.06% | -9.4% |
Q1 2022 | $1,696,000 | +25.4% | 5,897 | +40.0% | 0.06% | +30.6% |
Q4 2021 | $1,352,000 | +18.1% | 4,211 | +6.7% | 0.05% | +11.4% |
Q3 2021 | $1,145,000 | +2.0% | 3,948 | +0.8% | 0.04% | +4.8% |
Q2 2021 | $1,123,000 | +69.1% | 3,918 | +51.7% | 0.04% | +61.5% |
Q1 2021 | $664,000 | +58.9% | 2,583 | +40.5% | 0.03% | +36.8% |
Q3 2020 | $418,000 | +12.4% | 1,838 | -0.3% | 0.02% | +5.6% |
Q2 2020 | $372,000 | +24.0% | 1,843 | -3.7% | 0.02% | +5.9% |
Q1 2020 | $300,000 | -41.7% | 1,913 | -32.4% | 0.02% | -29.2% |
Q4 2019 | $515,000 | +14.4% | 2,828 | +4.4% | 0.02% | +9.1% |
Q3 2019 | $450,000 | -1.5% | 2,708 | -3.3% | 0.02% | 0.0% |
Q2 2019 | $457,000 | +4.3% | 2,801 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $438,000 | – | 2,801 | – | 0.02% | – |
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% |