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 | $1,297,013 | -4.1% | 4,763 | -0.3% | 0.04% | -2.7% |
| Q2 2023 | $1,352,266 | +51.1% | 4,779 | +33.2% | 0.04% | +27.6% |
| Q1 2023 | $894,741 | +34.4% | 3,587 | +14.8% | 0.03% | +20.8% |
| Q4 2022 | $665,969 | -2.2% | 3,125 | -1.8% | 0.02% | -7.7% |
| Q3 2022 | $681,000 | -2.7% | 3,183 | +1.3% | 0.03% | 0.0% |
| Q2 2022 | $700,000 | -36.0% | 3,142 | -17.3% | 0.03% | -25.7% |
| Q1 2022 | $1,093,000 | +8.4% | 3,801 | +21.0% | 0.04% | +12.9% |
| Q4 2021 | $1,008,000 | +4.9% | 3,142 | -5.1% | 0.03% | -6.1% |
| Q3 2021 | $961,000 | -3.5% | 3,312 | -4.6% | 0.03% | -2.9% |
| Q2 2021 | $996,000 | +63.8% | 3,472 | +46.9% | 0.03% | +25.9% |
| Q1 2021 | $608,000 | -46.3% | 2,364 | -47.1% | 0.03% | 0.0% |
| Q4 2020 | $1,132,000 | +125.0% | 4,468 | +102.3% | 0.03% | -3.6% |
| Q3 2020 | $503,000 | -41.1% | 2,209 | -47.8% | 0.03% | +12.0% |
| Q2 2020 | $854,000 | +14.2% | 4,228 | -11.5% | 0.02% | -10.7% |
| Q1 2020 | $748,000 | +68.1% | 4,778 | +95.5% | 0.03% | +3.7% |
| Q4 2019 | $445,000 | -15.4% | 2,444 | -22.8% | 0.03% | -27.0% |
| Q3 2019 | $526,000 | +973.5% | 3,165 | +958.5% | 0.04% | +825.0% |
| Q2 2019 | $49,000 | – | 299 | – | 0.00% | – |
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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% |