VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $907,882 | -3.8% | 3,334 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $943,389 | +13.4% | 3,334 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $831,633 | +17.0% | 3,334 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $710,509 | +11.0% | 3,334 | +11.4% | 0.01% | 0.0% |
| Q3 2022 | $640,000 | -4.0% | 2,992 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $667,000 | -24.5% | 2,992 | -2.5% | 0.01% | -14.3% |
| Q1 2022 | $883,000 | -10.4% | 3,069 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $985,000 | +10.5% | 3,069 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $891,000 | +14.7% | 3,069 | +13.3% | 0.01% | +14.3% |
| Q2 2021 | $777,000 | +181.5% | 2,709 | +152.0% | 0.01% | +133.3% |
| Q1 2021 | $276,000 | +1.5% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $272,000 | +11.0% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $245,000 | +12.9% | 1,075 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $217,000 | – | 1,075 | – | 0.00% | – |
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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% |