VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 364 filers reported holding VANGUARD INDEX FDS in Q1 2015. The put-call ratio across all filers is 0.98 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,582,527 | -3.1% | 46,207 | +0.7% | 1.86% | +7.1% |
| Q2 2023 | $12,988,522 | +16.5% | 45,902 | +2.7% | 1.74% | +19.3% |
| Q1 2023 | $11,150,717 | +17.0% | 44,703 | 0.0% | 1.46% | +4.1% |
| Q4 2022 | $9,526,656 | -0.1% | 44,703 | +0.3% | 1.40% | -15.6% |
| Q3 2022 | $9,535,000 | -4.0% | 44,565 | 0.0% | 1.66% | -2.5% |
| Q2 2022 | $9,933,000 | -23.3% | 44,565 | -1.1% | 1.70% | -8.6% |
| Q1 2022 | $12,956,000 | -10.4% | 45,047 | 0.0% | 1.86% | -1.5% |
| Q4 2021 | $14,456,000 | +12.9% | 45,047 | +2.0% | 1.89% | +7.9% |
| Q3 2021 | $12,809,000 | +1.2% | 44,143 | 0.0% | 1.75% | +0.5% |
| Q2 2021 | $12,661,000 | +11.6% | 44,143 | 0.0% | 1.74% | +3.3% |
| Q1 2021 | $11,347,000 | +1.5% | 44,143 | 0.0% | 1.69% | -2.5% |
| Q4 2020 | $11,183,000 | +11.3% | 44,143 | 0.0% | 1.73% | +11.0% |
| Q3 2020 | $10,047,000 | +12.6% | 44,143 | 0.0% | 1.56% | +27.6% |
| Q2 2020 | $8,921,000 | +29.0% | 44,143 | 0.0% | 1.22% | +10.4% |
| Q1 2020 | $6,917,000 | -15.9% | 44,143 | -2.3% | 1.11% | +23.2% |
| Q4 2019 | $8,228,000 | +8.7% | 45,168 | -0.7% | 0.90% | +1.0% |
| Q3 2019 | $7,567,000 | +977.9% | 45,508 | +959.8% | 0.89% | +888.9% |
| Q2 2019 | $702,000 | -4.4% | 4,294 | -8.5% | 0.09% | -4.3% |
| Q1 2019 | $734,000 | -9.2% | 4,694 | -13.0% | 0.09% | -23.6% |
| Q4 2018 | $808,000 | +6.9% | 5,394 | +14.9% | 0.12% | +13.9% |
| Q3 2018 | $756,000 | -6.4% | 4,694 | -13.0% | 0.11% | -12.2% |
| Q2 2018 | $808,000 | +5.6% | 5,394 | 0.0% | 0.12% | +0.8% |
| Q1 2018 | $765,000 | -0.5% | 5,394 | -1.4% | 0.12% | +6.1% |
| Q4 2017 | $769,000 | +5.9% | 5,469 | 0.0% | 0.12% | +2.7% |
| Q3 2017 | $726,000 | -28.3% | 5,469 | -31.4% | 0.11% | -30.4% |
| Q2 2017 | $1,013,000 | +4.4% | 7,977 | 0.0% | 0.16% | +5.2% |
| Q1 2017 | $970,000 | -2.0% | 7,977 | -10.1% | 0.15% | +1.3% |
| Q4 2016 | $990,000 | -6.8% | 8,877 | -6.1% | 0.15% | -5.6% |
| Q3 2016 | $1,062,000 | +4.7% | 9,457 | 0.0% | 0.16% | +10.3% |
| Q2 2016 | $1,014,000 | +0.7% | 9,457 | 0.0% | 0.14% | +3.6% |
| Q1 2016 | $1,007,000 | +70.4% | 9,457 | +70.4% | 0.14% | +68.7% |
| Q4 2015 | $591,000 | +291.4% | 5,551 | +269.1% | 0.08% | +232.0% |
| Q3 2015 | $151,000 | +139.7% | 1,504 | +154.9% | 0.02% | +150.0% |
| Q2 2015 | $63,000 | +3.3% | 590 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $61,000 | -1.6% | 590 | 0.0% | 0.01% | +25.0% |
| Q4 2014 | $62,000 | +5.1% | 590 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $59,000 | +1.7% | 590 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $58,000 | +5.5% | 590 | 0.0% | 0.01% | -11.1% |
| Q1 2014 | $55,000 | +1275.0% | 590 | +1375.0% | 0.01% | +800.0% |
| Q4 2013 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $3,000 | – | 40 | – | 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% |