VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $827,169 | -9.1% | 3,038 | -5.6% | 0.12% | -5.6% |
| Q2 2023 | $910,146 | +13.4% | 3,217 | +0.0% | 0.12% | +7.8% |
| Q1 2023 | $802,307 | +16.8% | 3,216 | -0.2% | 0.12% | +12.6% |
| Q4 2022 | $686,710 | -0.3% | 3,222 | 0.0% | 0.10% | -8.8% |
| Q3 2022 | $689,000 | -49.5% | 3,222 | -47.4% | 0.11% | -46.2% |
| Q2 2022 | $1,364,000 | +96.8% | 6,121 | +154.0% | 0.21% | +125.8% |
| Q1 2022 | $693,000 | -9.3% | 2,410 | +1.2% | 0.09% | -6.1% |
| Q4 2021 | $764,000 | +10.6% | 2,381 | 0.0% | 0.10% | +2.1% |
| Q3 2021 | $691,000 | +15.7% | 2,381 | +14.4% | 0.10% | +12.8% |
| Q2 2021 | $597,000 | +11.6% | 2,081 | 0.0% | 0.09% | +7.5% |
| Q1 2021 | $535,000 | +62.6% | 2,081 | +60.3% | 0.08% | +45.5% |
| Q4 2020 | $329,000 | +11.5% | 1,298 | 0.0% | 0.06% | -3.5% |
| Q3 2020 | $295,000 | +12.6% | 1,298 | 0.0% | 0.06% | +14.0% |
| Q2 2020 | $262,000 | +29.1% | 1,298 | +0.1% | 0.05% | +8.7% |
| Q1 2020 | $203,000 | -15.4% | 1,297 | -1.5% | 0.05% | +17.9% |
| Q4 2019 | $240,000 | +9.6% | 1,317 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $219,000 | – | 1,317 | – | 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% |