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 | $5,831,159 | -6.1% | 21,414 | -2.4% | 2.35% | -1.8% |
| Q2 2023 | $6,206,728 | +8.7% | 21,935 | -4.2% | 2.39% | +5.1% |
| Q1 2023 | $5,712,425 | -24.0% | 22,901 | -35.0% | 2.27% | -21.2% |
| Q4 2022 | $7,511,621 | +37.7% | 35,248 | +38.2% | 2.88% | +39.8% |
| Q3 2022 | $5,456,000 | -0.9% | 25,501 | +3.2% | 2.06% | +59.6% |
| Q2 2022 | $5,508,000 | -21.1% | 24,712 | +1.8% | 1.29% | -12.9% |
| Q1 2022 | $6,983,000 | -9.7% | 24,279 | +0.7% | 1.48% | -6.5% |
| Q4 2021 | $7,736,000 | -17.4% | 24,106 | -25.3% | 1.59% | -18.8% |
| Q3 2021 | $9,362,000 | +4.8% | 32,264 | +3.6% | 1.96% | +8.1% |
| Q2 2021 | $8,929,000 | +6.2% | 31,131 | -4.8% | 1.81% | +1.8% |
| Q1 2021 | $8,407,000 | +1.1% | 32,706 | -0.3% | 1.78% | -0.6% |
| Q4 2020 | $8,313,000 | +7.4% | 32,813 | -3.5% | 1.79% | +3.3% |
| Q3 2020 | $7,742,000 | +0.7% | 34,013 | -10.6% | 1.73% | -1.0% |
| Q2 2020 | $7,686,000 | +17.8% | 38,034 | -8.7% | 1.75% | +12.3% |
| Q1 2020 | $6,525,000 | +4.2% | 41,641 | +21.1% | 1.56% | +14.9% |
| Q4 2019 | $6,264,000 | -71.7% | 34,384 | -74.1% | 1.36% | -72.5% |
| Q3 2019 | $22,112,000 | – | 132,981 | – | 4.92% | – |
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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% |