VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,640 | -11.1% | 31,728 | -7.6% | 1.19% | -5.3% |
Q2 2023 | $9,716 | +15.1% | 34,337 | +1.5% | 1.25% | +9.3% |
Q1 2023 | $8,438 | -99.9% | 33,830 | +40.4% | 1.15% | +24.0% |
Q4 2021 | $7,732,000 | +13.4% | 24,096 | +2.5% | 0.92% | -5.7% |
Q3 2021 | $6,819,000 | -0.1% | 23,499 | -1.3% | 0.98% | -3.2% |
Q2 2021 | $6,827,000 | +18.0% | 23,802 | +5.7% | 1.01% | -2.7% |
Q1 2021 | $5,788,000 | +5.0% | 22,516 | +3.4% | 1.04% | -14.3% |
Q4 2020 | $5,514,000 | +17.1% | 21,767 | +5.3% | 1.21% | -19.9% |
Q3 2020 | $4,707,000 | +16.3% | 20,681 | +3.3% | 1.52% | -1.3% |
Q2 2020 | $4,047,000 | +42.6% | 20,025 | +10.7% | 1.54% | +1.9% |
Q1 2020 | $2,838,000 | +14.3% | 18,097 | +32.8% | 1.51% | +48.9% |
Q4 2019 | $2,482,000 | +128.5% | 13,627 | +108.7% | 1.01% | +49.3% |
Q3 2019 | $1,086,000 | -19.7% | 6,528 | -20.9% | 0.68% | -22.0% |
Q2 2019 | $1,352,000 | +26.8% | 8,256 | +21.4% | 0.87% | +7.0% |
Q1 2019 | $1,066,000 | +33.9% | 6,798 | +14.7% | 0.81% | +5.7% |
Q4 2018 | $796,000 | +36.3% | 5,926 | +63.5% | 0.77% | +77.0% |
Q3 2018 | $584,000 | +11.5% | 3,624 | +3.6% | 0.43% | -3.8% |
Q2 2018 | $524,000 | +8.0% | 3,497 | +2.3% | 0.45% | -2.8% |
Q1 2018 | $485,000 | +0.8% | 3,420 | -0.1% | 0.46% | -7.6% |
Q4 2017 | $481,000 | +25.3% | 3,423 | +18.3% | 0.50% | +4.8% |
Q3 2017 | $384,000 | +15.7% | 2,894 | +10.8% | 0.48% | +360.6% |
Q2 2017 | $332,000 | – | 2,612 | – | 0.10% | – |
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% |