VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $728,429 | +1.6% | 2,675 | +5.5% | 0.09% | +3.5% |
| Q2 2023 | $717,303 | +13.4% | 2,535 | 0.0% | 0.09% | +4.9% |
| Q1 2023 | $632,330 | +18.8% | 2,535 | +1.5% | 0.08% | +20.6% |
| Q4 2022 | $532,348 | -0.3% | 2,498 | +0.1% | 0.07% | -9.3% |
| Q3 2022 | $534,000 | -5.3% | 2,496 | -1.4% | 0.08% | -11.8% |
| Q2 2022 | $564,000 | -59.2% | 2,531 | -41.2% | 0.08% | -59.9% |
| Q1 2022 | $1,381,000 | 0.0% | 4,305 | 0.0% | 0.21% | 0.0% |
| Q4 2021 | $1,381,000 | +10.7% | 4,305 | +0.2% | 0.21% | +1.0% |
| Q3 2021 | $1,247,000 | -10.5% | 4,298 | -11.6% | 0.21% | -11.8% |
| Q2 2021 | $1,394,000 | +11.6% | 4,862 | 0.0% | 0.24% | +2.1% |
| Q1 2021 | $1,249,000 | -11.4% | 4,862 | -12.6% | 0.23% | -22.6% |
| Q4 2020 | $1,409,000 | +11.3% | 5,565 | 0.0% | 0.30% | -3.8% |
| Q3 2020 | $1,266,000 | +12.6% | 5,565 | 0.0% | 0.31% | +9.4% |
| Q2 2020 | $1,124,000 | +6.3% | 5,565 | -4.1% | 0.29% | -5.6% |
| Q4 2019 | $1,057,000 | +9.8% | 5,804 | +0.2% | 0.30% | -5.9% |
| Q3 2019 | $963,000 | -5.0% | 5,794 | -6.7% | 0.32% | -15.9% |
| Q2 2019 | $1,014,000 | +4.4% | 6,208 | 0.0% | 0.38% | +4.4% |
| Q1 2019 | $971,000 | +16.0% | 6,208 | -0.4% | 0.37% | +7.0% |
| Q4 2018 | $837,000 | +282.2% | 6,232 | +184.8% | 0.34% | -13.6% |
| Q3 2015 | $219,000 | -6.4% | 2,188 | 0.0% | 0.40% | +15.7% |
| Q2 2015 | $234,000 | +2.2% | 2,188 | 0.0% | 0.34% | +3.9% |
| Q1 2015 | $229,000 | -5.4% | 2,188 | -5.8% | 0.33% | +33.6% |
| Q4 2014 | $242,000 | – | 2,323 | – | 0.25% | – |
Download | ||||||
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% |