VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 917 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $921,769 | -7.5% | 3,385 | -3.8% | 0.04% | -5.4% |
| Q2 2023 | $996,019 | +19.4% | 3,520 | +5.2% | 0.04% | +15.6% |
| Q1 2023 | $834,377 | +1.9% | 3,345 | -12.9% | 0.03% | -3.0% |
| Q4 2022 | $818,556 | -0.4% | 3,841 | 0.0% | 0.03% | -13.2% |
| Q3 2022 | $822,000 | -4.8% | 3,841 | -0.7% | 0.04% | 0.0% |
| Q2 2022 | $863,000 | -13.4% | 3,870 | +11.7% | 0.04% | +2.7% |
| Q1 2022 | $997,000 | -10.3% | 3,466 | 0.0% | 0.04% | -7.5% |
| Q4 2021 | $1,112,000 | +10.5% | 3,466 | 0.0% | 0.04% | -4.8% |
| Q3 2021 | $1,006,000 | -20.0% | 3,466 | -20.9% | 0.04% | -17.6% |
| Q2 2021 | $1,257,000 | +23.7% | 4,383 | +10.9% | 0.05% | +10.9% |
| Q1 2021 | $1,016,000 | -10.1% | 3,952 | -11.4% | 0.05% | -16.4% |
| Q4 2020 | $1,130,000 | +11.3% | 4,460 | 0.0% | 0.06% | -3.5% |
| Q3 2020 | $1,015,000 | +2.6% | 4,460 | -8.8% | 0.06% | -1.7% |
| Q2 2020 | $989,000 | +29.1% | 4,891 | +0.0% | 0.06% | +9.4% |
| Q1 2020 | $766,000 | -5.7% | 4,890 | +9.6% | 0.05% | +15.2% |
| Q4 2019 | $812,000 | +20.5% | 4,460 | +10.0% | 0.05% | +12.2% |
| Q3 2019 | $674,000 | -23.0% | 4,056 | -24.3% | 0.04% | -35.9% |
| Q2 2019 | $875,000 | – | 5,356 | – | 0.06% | – |
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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% |