VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,312 | +7.8% | 842 | +12.0% | 0.10% | +12.1% |
| Q2 2023 | $212,725 | -0.1% | 752 | +13.3% | 0.09% | +9.6% |
| Q4 2021 | $213,000 | -59.7% | 664 | -77.1% | 0.08% | -75.7% |
| Q4 2019 | $529,000 | +25.1% | 2,902 | +14.2% | 0.34% | +17.5% |
| Q3 2019 | $423,000 | 0.0% | 2,541 | -1.9% | 0.29% | -0.3% |
| Q2 2019 | $423,000 | +4.4% | 2,590 | +0.0% | 0.29% | +5.0% |
| Q1 2019 | $405,000 | +16.4% | 2,589 | 0.0% | 0.28% | +3.3% |
| Q4 2018 | $348,000 | -19.6% | 2,589 | -3.6% | 0.27% | -3.6% |
| Q3 2018 | $433,000 | +23.7% | 2,687 | +15.0% | 0.28% | +12.5% |
| Q2 2018 | $350,000 | -6.4% | 2,337 | -11.3% | 0.25% | -8.8% |
| Q1 2018 | $374,000 | – | 2,636 | – | 0.27% | – |
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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% |