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 | $556,602 | -3.8% | 2,044 | 0.0% | 0.04% | +2.9% |
Q2 2023 | $578,370 | +13.4% | 2,044 | 0.0% | 0.03% | +9.7% |
Q1 2023 | $509,855 | +17.0% | 2,044 | 0.0% | 0.03% | +10.7% |
Q4 2022 | $435,597 | -0.3% | 2,044 | 0.0% | 0.03% | -9.7% |
Q3 2022 | $437,000 | -4.2% | 2,044 | 0.0% | 0.03% | +3.3% |
Q2 2022 | $456,000 | -30.5% | 2,044 | 0.0% | 0.03% | -25.0% |
Q4 2021 | $656,000 | +10.4% | 2,044 | -0.2% | 0.04% | 0.0% |
Q3 2021 | $594,000 | -0.2% | 2,048 | -1.3% | 0.04% | 0.0% |
Q2 2021 | $595,000 | -5.9% | 2,076 | -15.6% | 0.04% | -14.9% |
Q1 2021 | $632,000 | +1.4% | 2,460 | 0.0% | 0.05% | -2.1% |
Q4 2020 | $623,000 | +61.8% | 2,460 | 0.0% | 0.05% | +20.0% |
Q1 2020 | $385,000 | – | 2,460 | – | 0.04% | – |
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% |