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 | $313,157 | -53.9% | 1,150 | -52.1% | 0.02% | -52.0% |
Q2 2023 | $679,104 | +26.6% | 2,400 | +11.6% | 0.05% | +22.0% |
Q1 2023 | $536,296 | +118.8% | 2,150 | +87.0% | 0.04% | +115.8% |
Q4 2022 | $245,076 | -0.4% | 1,150 | 0.0% | 0.02% | -9.5% |
Q3 2022 | $246,000 | -3.9% | 1,150 | 0.0% | 0.02% | +5.0% |
Q2 2022 | $256,000 | -84.2% | 1,150 | -79.6% | 0.02% | -82.1% |
Q1 2022 | $1,625,000 | -41.5% | 5,650 | -34.7% | 0.11% | -38.5% |
Q4 2021 | $2,776,000 | +10.6% | 8,650 | 0.0% | 0.18% | +1.7% |
Q3 2021 | $2,510,000 | +1.2% | 8,650 | 0.0% | 0.18% | +0.6% |
Q2 2021 | $2,481,000 | +18.4% | 8,650 | +6.1% | 0.18% | +8.5% |
Q1 2021 | $2,095,000 | +24.3% | 8,150 | +22.6% | 0.16% | +16.3% |
Q4 2020 | $1,685,000 | +31.0% | 6,650 | +17.7% | 0.14% | +18.5% |
Q3 2020 | $1,286,000 | +53.3% | 5,650 | +36.1% | 0.12% | +38.4% |
Q2 2020 | $839,000 | -19.7% | 4,150 | -27.6% | 0.09% | -14.9% |
Q4 2019 | $1,045,000 | +9.5% | 5,735 | 0.0% | 0.10% | +2.0% |
Q3 2019 | $954,000 | +1.8% | 5,735 | 0.0% | 0.10% | +2.1% |
Q2 2019 | $937,000 | -17.2% | 5,735 | -20.7% | 0.10% | -23.0% |
Q1 2019 | $1,132,000 | +3.4% | 7,235 | -11.2% | 0.13% | -6.7% |
Q4 2018 | $1,095,000 | +16.1% | 8,150 | +39.2% | 0.14% | +35.0% |
Q3 2018 | $943,000 | +2.1% | 5,856 | -5.1% | 0.10% | -5.7% |
Q2 2018 | $924,000 | +86.7% | 6,171 | +75.5% | 0.11% | +89.3% |
Q4 2017 | $495,000 | +6.0% | 3,517 | 0.0% | 0.06% | 0.0% |
Q3 2017 | $467,000 | +12.3% | 3,517 | -9.5% | 0.06% | 0.0% |
Q2 2016 | $416,000 | – | 3,885 | – | 0.06% | – |
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% |