VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382,871 | -3.8% | 1,406 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $397,793 | +13.5% | 1,406 | 0.0% | 0.11% | +7.9% |
| Q1 2023 | $350,621 | +17.1% | 1,406 | +0.1% | 0.10% | +13.5% |
| Q4 2022 | $299,503 | -14.9% | 1,405 | -14.6% | 0.09% | -33.1% |
| Q3 2022 | $352,000 | -23.3% | 1,645 | -20.0% | 0.13% | -17.9% |
| Q2 2022 | $459,000 | -50.0% | 2,055 | -35.6% | 0.16% | -40.9% |
| Q1 2022 | $918,000 | -12.7% | 3,190 | -2.6% | 0.27% | -13.8% |
| Q4 2021 | $1,051,000 | +15.9% | 3,275 | +4.8% | 0.32% | +2.3% |
| Q3 2021 | $907,000 | +11.6% | 3,126 | +10.2% | 0.31% | +8.0% |
| Q2 2021 | $813,000 | +5.6% | 2,836 | -5.3% | 0.29% | +4.3% |
| Q1 2021 | $770,000 | -2.5% | 2,994 | -4.0% | 0.28% | -8.6% |
| Q4 2020 | $790,000 | +7.2% | 3,119 | -3.7% | 0.30% | -1.3% |
| Q3 2020 | $737,000 | +30.2% | 3,240 | +15.1% | 0.31% | +21.9% |
| Q2 2020 | $566,000 | +67.5% | 2,815 | +30.7% | 0.25% | +41.0% |
| Q1 2020 | $338,000 | – | 2,153 | – | 0.18% | – |
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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% |