VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,226,339 | -8.2% | 4,503 | -4.7% | 0.51% | -9.0% |
| Q2 2023 | $1,336,364 | +13.2% | 4,723 | -0.2% | 0.56% | +4.8% |
| Q1 2023 | $1,180,101 | +15.1% | 4,731 | -1.7% | 0.54% | +10.5% |
| Q4 2022 | $1,025,485 | +10.1% | 4,812 | +10.6% | 0.49% | -1.4% |
| Q3 2022 | $931,000 | -2.0% | 4,351 | +2.1% | 0.49% | -7.7% |
| Q2 2022 | $950,000 | +9.1% | 4,261 | +40.6% | 0.54% | +26.2% |
| Q1 2022 | $871,000 | +714.0% | 3,030 | +807.2% | 0.42% | +685.2% |
| Q4 2021 | $107,000 | +30.5% | 334 | +18.0% | 0.05% | +10.2% |
| Q3 2021 | $82,000 | -3.5% | 283 | -4.1% | 0.05% | -10.9% |
| Q2 2021 | $85,000 | – | 295 | – | 0.06% | – |
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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% |