VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,773,127 | +176.5% | 13,856 | +187.3% | 0.15% | +159.6% |
| Q2 2023 | $1,364,433 | +13.4% | 4,822 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $1,202,800 | +17.0% | 4,822 | 0.0% | 0.06% | -6.5% |
| Q4 2022 | $1,027,616 | -6.6% | 4,822 | -6.2% | 0.06% | -13.9% |
| Q3 2022 | $1,100,000 | -12.1% | 5,143 | -8.4% | 0.07% | -5.3% |
| Q2 2022 | $1,251,000 | -27.6% | 5,613 | -6.7% | 0.08% | -17.4% |
| Q1 2022 | $1,729,000 | -10.4% | 6,013 | 0.0% | 0.09% | -18.6% |
| Q4 2021 | $1,930,000 | +639.5% | 6,013 | +567.4% | 0.11% | +564.7% |
| Q3 2021 | $261,000 | -6.1% | 901 | -7.2% | 0.02% | 0.0% |
| Q2 2021 | $278,000 | +63.5% | 971 | +46.9% | 0.02% | +54.5% |
| Q1 2021 | $170,000 | +58.9% | 661 | +57.0% | 0.01% | +83.3% |
| Q4 2020 | $107,000 | +11.5% | 421 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $96,000 | – | 421 | – | 0.01% | – |
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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% |