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 | $101,983,594 | -8.9% | 374,513 | -5.4% | 6.92% | -9.5% |
| Q2 2023 | $111,974,053 | +19.5% | 395,724 | +5.3% | 7.64% | +6.9% |
| Q1 2023 | $93,722,672 | +86.9% | 375,732 | +59.7% | 7.15% | +73.7% |
| Q4 2022 | $50,137,042 | +281.0% | 235,264 | +282.5% | 4.12% | +195.7% |
| Q3 2022 | $13,161,000 | -10.7% | 61,513 | -7.0% | 1.39% | -15.7% |
| Q2 2022 | $14,741,000 | +19.4% | 66,137 | +54.0% | 1.65% | +39.6% |
| Q1 2022 | $12,347,000 | – | 42,933 | – | 1.18% | – |
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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% |