VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $815,024 | -3.8% | 2,993 | -0.1% | 0.05% | +4.3% |
| Q2 2023 | $847,466 | -5.4% | 2,995 | -16.6% | 0.05% | -2.1% |
| Q1 2023 | $895,490 | +4.3% | 3,590 | -10.9% | 0.05% | +6.8% |
| Q4 2022 | $858,194 | +4.7% | 4,027 | +5.1% | 0.04% | -12.0% |
| Q3 2022 | $820,000 | -11.6% | 3,833 | -7.9% | 0.05% | -5.7% |
| Q2 2022 | $928,000 | +76.1% | 4,164 | +127.3% | 0.05% | +112.0% |
| Q1 2022 | $527,000 | +63.2% | 1,832 | +81.9% | 0.02% | +66.7% |
| Q4 2021 | $323,000 | +7.7% | 1,007 | -2.7% | 0.02% | 0.0% |
| Q3 2021 | $300,000 | -20.4% | 1,035 | -21.3% | 0.02% | -21.1% |
| Q2 2021 | $377,000 | -41.5% | 1,315 | -47.5% | 0.02% | -45.7% |
| Q1 2021 | $644,000 | +33.9% | 2,504 | +31.9% | 0.04% | +20.7% |
| Q4 2020 | $481,000 | +10.6% | 1,899 | -0.7% | 0.03% | -3.3% |
| Q3 2020 | $435,000 | – | 1,913 | – | 0.03% | – |
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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% |