VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,336 | +11.4% | 1,107 | +15.3% | 0.13% | +13.4% |
| Q2 2023 | $271,414 | +22.0% | 960 | +9.0% | 0.11% | +14.3% |
| Q1 2023 | $222,511 | -92.6% | 881 | -93.6% | 0.10% | -94.2% |
| Q3 2022 | $3,025,000 | +0.2% | 13,817 | +2.7% | 1.69% | +18.7% |
| Q2 2022 | $3,018,000 | -25.5% | 13,458 | -4.2% | 1.42% | -11.8% |
| Q1 2022 | $4,051,000 | -10.3% | 14,041 | +0.3% | 1.61% | -6.6% |
| Q4 2021 | $4,517,000 | -0.2% | 14,000 | -10.2% | 1.72% | -7.7% |
| Q3 2021 | $4,524,000 | +4.7% | 15,591 | +3.6% | 1.87% | +3.3% |
| Q2 2021 | $4,320,000 | +45.1% | 15,051 | +26.2% | 1.81% | +22.1% |
| Q4 2020 | $2,977,000 | – | 11,923 | – | 1.48% | – |
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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% |