VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,981,827 | +33.9% | 440,607 | +38.1% | 0.76% | +21.5% |
| Q2 2023 | $89,630,525 | +16.3% | 319,104 | +3.3% | 0.62% | +9.7% |
| Q1 2023 | $77,048,010 | +44.0% | 308,884 | +23.0% | 0.57% | +30.9% |
| Q4 2022 | $53,509,672 | +25.2% | 251,089 | +25.7% | 0.43% | -18.3% |
| Q3 2022 | $42,738,000 | +3.5% | 199,758 | +7.8% | 0.53% | +0.2% |
| Q2 2022 | $41,309,000 | -2.3% | 185,335 | +26.1% | 0.53% | +3.3% |
| Q1 2022 | $42,284,000 | -3.5% | 147,024 | +7.6% | 0.51% | -4.5% |
| Q4 2021 | $43,831,000 | -2.4% | 136,587 | -11.7% | 0.54% | -11.7% |
| Q3 2021 | $44,893,000 | +3.1% | 154,711 | +1.9% | 0.61% | -1.0% |
| Q2 2021 | $43,530,000 | +54.3% | 151,773 | +38.3% | 0.61% | +2.7% |
| Q1 2021 | $28,204,000 | +6.4% | 109,725 | +4.9% | 0.60% | -2.6% |
| Q4 2020 | $26,500,000 | +12.4% | 104,602 | +0.9% | 0.61% | 0.0% |
| Q3 2020 | $23,587,000 | +23.1% | 103,631 | +9.3% | 0.61% | +20.4% |
| Q2 2020 | $19,166,000 | +24.0% | 94,840 | -6.4% | 0.51% | 0.0% |
| Q1 2020 | $15,458,000 | +10.6% | 101,331 | +31.9% | 0.51% | +36.4% |
| Q4 2019 | $13,979,000 | +10.8% | 76,795 | +1.1% | 0.37% | -1.8% |
| Q3 2019 | $12,619,000 | +4.1% | 75,968 | +2.4% | 0.38% | +2.1% |
| Q2 2019 | $12,127,000 | +0.1% | 74,186 | -4.2% | 0.37% | -5.1% |
| Q1 2019 | $12,109,000 | +27.4% | 77,411 | +9.4% | 0.39% | +6.8% |
| Q4 2018 | $9,507,000 | -21.1% | 70,785 | -5.3% | 0.37% | -12.2% |
| Q3 2018 | $12,043,000 | +24.0% | 74,765 | +9.2% | 0.42% | -1.9% |
| Q1 2018 | $9,709,000 | +9.5% | 68,447 | +8.6% | 0.43% | +14.8% |
| Q4 2017 | $8,864,000 | -6.6% | 63,024 | -11.8% | 0.37% | -13.9% |
| Q3 2017 | $9,493,000 | +8.4% | 71,484 | +3.8% | 0.43% | +4.6% |
| Q2 2017 | $8,756,000 | +21.9% | 68,862 | +16.5% | 0.41% | +20.8% |
| Q1 2017 | $7,185,000 | +49.9% | 59,094 | +37.5% | 0.34% | +37.3% |
| Q4 2016 | $4,792,000 | +3.9% | 42,981 | +4.6% | 0.25% | +41.5% |
| Q3 2016 | $4,612,000 | +31.0% | 41,076 | +25.0% | 0.18% | -14.1% |
| Q2 2016 | $3,521,000 | -10.4% | 32,864 | -11.1% | 0.20% | -16.3% |
| Q1 2016 | $3,928,000 | +2.2% | 36,960 | +2.3% | 0.24% | 0.0% |
| Q4 2015 | $3,844,000 | +63.0% | 36,142 | +53.8% | 0.24% | +52.2% |
| Q3 2015 | $2,359,000 | -5.0% | 23,497 | -1.1% | 0.16% | +1.3% |
| Q2 2015 | $2,484,000 | 0.0% | 23,749 | 0.0% | 0.16% | 0.0% |
| Q1 2015 | $2,484,000 | -80.2% | 23,749 | -80.2% | 0.16% | -82.1% |
| Q4 2014 | $12,548,000 | +80.0% | 120,207 | +71.7% | 0.89% | +86.7% |
| Q3 2014 | $6,971,000 | +117.7% | 70,006 | +116.0% | 0.48% | +126.2% |
| Q2 2014 | $3,202,000 | 0.0% | 32,409 | -5.4% | 0.21% | -8.7% |
| Q1 2014 | $3,202,000 | -12.2% | 34,265 | -12.5% | 0.23% | -17.3% |
| Q4 2013 | $3,646,000 | +19.2% | 39,154 | +8.3% | 0.28% | +4.9% |
| Q3 2013 | $3,059,000 | +15.5% | 36,154 | +6.5% | 0.26% | +0.8% |
| Q2 2013 | $2,649,000 | +1.8% | 33,946 | +1.3% | 0.26% | 0.0% |
| Q1 2013 | $2,602,000 | – | 33,508 | – | 0.26% | – |
Download | ||||||
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% |