VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,922,081 | +18.2% | 14,403 | +22.8% | 0.32% | +16.2% |
| Q2 2023 | $3,319,121 | +289.3% | 11,730 | +243.2% | 0.28% | +434.6% |
| Q1 2023 | $852,586 | -74.3% | 3,418 | -66.9% | 0.05% | -74.1% |
| Q4 2021 | $3,317,000 | -58.5% | 10,338 | -62.4% | 0.20% | -55.1% |
| Q3 2021 | $7,988,000 | +319.3% | 27,530 | +271.5% | 0.45% | +311.0% |
| Q1 2021 | $1,905,000 | -32.7% | 7,410 | -33.7% | 0.11% | -46.6% |
| Q4 2020 | $2,831,000 | -15.6% | 11,174 | -24.2% | 0.20% | +87.2% |
| Q3 2020 | $3,356,000 | – | 14,746 | – | 0.11% | – |
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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% |