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 | $714,269 | +19.0% | 2,623 | +23.6% | 0.03% | +24.0% |
| Q2 2023 | $600,441 | +144.1% | 2,122 | +115.2% | 0.02% | +127.3% |
| Q1 2023 | $245,947 | -16.1% | 986 | -25.0% | 0.01% | -15.4% |
| Q2 2022 | $293,000 | -42.5% | 1,314 | -25.9% | 0.01% | -35.0% |
| Q1 2022 | $510,000 | -16.0% | 1,773 | -6.2% | 0.02% | -13.0% |
| Q4 2021 | $607,000 | -37.1% | 1,890 | -43.2% | 0.02% | -43.9% |
| Q3 2021 | $965,000 | -15.1% | 3,325 | -16.1% | 0.04% | -10.9% |
| Q2 2021 | $1,137,000 | +4.2% | 3,964 | -6.6% | 0.05% | 0.0% |
| Q1 2021 | $1,091,000 | -4.0% | 4,246 | -5.3% | 0.05% | -9.8% |
| Q4 2020 | $1,136,000 | +10.9% | 4,484 | -0.4% | 0.05% | +2.0% |
| Q3 2020 | $1,024,000 | +28.8% | 4,501 | +14.4% | 0.05% | +13.6% |
| Q2 2020 | $795,000 | +28.2% | 3,933 | -0.6% | 0.04% | +12.8% |
| Q1 2020 | $620,000 | -17.6% | 3,958 | -4.1% | 0.04% | +2.6% |
| Q4 2019 | $752,000 | +7.3% | 4,128 | -2.1% | 0.04% | +2.7% |
| Q3 2019 | $701,000 | -28.5% | 4,215 | -29.8% | 0.04% | -32.7% |
| Q2 2019 | $981,000 | +2.9% | 6,003 | -1.4% | 0.06% | 0.0% |
| Q1 2019 | $953,000 | +5.2% | 6,091 | -9.7% | 0.06% | -9.8% |
| Q4 2018 | $906,000 | -13.1% | 6,746 | +4.2% | 0.06% | -3.2% |
| Q3 2018 | $1,042,000 | -1.3% | 6,471 | -8.2% | 0.06% | -1.6% |
| Q2 2018 | $1,056,000 | +14.8% | 7,046 | +8.7% | 0.06% | +8.5% |
| Q1 2018 | $920,000 | +23.3% | 6,484 | +22.2% | 0.06% | +25.5% |
| Q4 2017 | $746,000 | +21.1% | 5,306 | +14.4% | 0.05% | +14.6% |
| Q3 2017 | $616,000 | +2269.2% | 4,637 | +1777.3% | 0.04% | +1266.7% |
| Q4 2015 | $26,000 | +4.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $25,000 | -3.8% | 247 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $26,000 | 0.0% | 247 | 0.0% | 0.00% | -25.0% |
| Q1 2015 | $26,000 | 0.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $26,000 | +4.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $25,000 | +4.2% | 247 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $24,000 | +4.3% | 247 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $23,000 | – | 247 | – | 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% |