VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $461,225 | +13.4% | 1,630 | 0.0% | 0.08% | +6.8% |
| Q1 2023 | $406,588 | +17.0% | 1,630 | 0.0% | 0.07% | +12.1% |
| Q4 2022 | $347,369 | -6.1% | 1,630 | -5.7% | 0.07% | -13.2% |
| Q3 2022 | $370,000 | +6.3% | 1,729 | +10.8% | 0.08% | +15.2% |
| Q2 2022 | $348,000 | -22.5% | 1,560 | 0.0% | 0.07% | -10.8% |
| Q1 2022 | $449,000 | -12.1% | 1,560 | -2.1% | 0.07% | -2.6% |
| Q4 2021 | $511,000 | +10.6% | 1,593 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $462,000 | +1.1% | 1,593 | +0.1% | 0.08% | 0.0% |
| Q2 2021 | $457,000 | +15.4% | 1,592 | +3.2% | 0.08% | +7.1% |
| Q1 2021 | $396,000 | +3.4% | 1,542 | +2.1% | 0.07% | -1.4% |
| Q4 2020 | $383,000 | +11.3% | 1,510 | 0.0% | 0.07% | -1.4% |
| Q3 2020 | $344,000 | +12.8% | 1,510 | 0.0% | 0.07% | +2.9% |
| Q2 2020 | $305,000 | -2.2% | 1,510 | -24.1% | 0.07% | -15.7% |
| Q1 2020 | $312,000 | – | 1,990 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
| Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
| Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
| Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
| Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
| Jentner Corp | 169,347 | $27,272,000 | 22.63% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
| Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
| INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
| McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |