VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,534,626 | -10.4% | 560,151 | -6.9% | 2.71% | -0.3% |
| Q2 2023 | $170,299,729 | +19.5% | 601,851 | +5.4% | 2.72% | +7.3% |
| Q1 2023 | $142,459,684 | +16.7% | 571,118 | -0.3% | 2.53% | +7.7% |
| Q4 2022 | $122,073,338 | -4.3% | 572,818 | -3.9% | 2.35% | -14.4% |
| Q3 2022 | $127,551,000 | -3.1% | 596,171 | +1.0% | 2.74% | -8.6% |
| Q2 2022 | $131,576,000 | -16.6% | 590,318 | +7.7% | 3.00% | -3.5% |
| Q1 2022 | $157,704,000 | -5.6% | 548,345 | +5.3% | 3.11% | -4.9% |
| Q4 2021 | $167,083,000 | +21.7% | 520,671 | +10.1% | 3.27% | -0.9% |
| Q3 2021 | $137,285,000 | +3.0% | 473,121 | +1.8% | 3.30% | -1.8% |
| Q2 2021 | $133,281,000 | +11.0% | 464,702 | -0.5% | 3.36% | -0.9% |
| Q1 2021 | $120,065,000 | +2.9% | 467,108 | +1.5% | 3.40% | -10.7% |
| Q4 2020 | $116,639,000 | +14.0% | 460,404 | +2.4% | 3.80% | -5.4% |
| Q3 2020 | $102,345,000 | +13.1% | 449,654 | +0.4% | 4.02% | -3.0% |
| Q2 2020 | $90,488,000 | +525.7% | 447,760 | +385.2% | 4.15% | +310.1% |
| Q1 2020 | $14,461,000 | +45.6% | 92,290 | +69.3% | 1.01% | +62.3% |
| Q4 2019 | $9,929,000 | +7.5% | 54,501 | -1.9% | 0.62% | -8.0% |
| Q3 2019 | $9,237,000 | +4.0% | 55,553 | +2.2% | 0.68% | -5.6% |
| Q2 2019 | $8,883,000 | -0.1% | 54,364 | -4.4% | 0.72% | -3.1% |
| Q1 2019 | $8,896,000 | +15.0% | 56,871 | -1.3% | 0.74% | +4.2% |
| Q4 2018 | $7,736,000 | – | 57,592 | – | 0.71% | – |
Download | ||||||
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% |