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 | $381,958 | +16.5% | 1,351 | +19.1% | 0.03% | +13.0% |
| Q2 2023 | $327,973 | +15.4% | 1,134 | -0.4% | 0.02% | +9.5% |
| Q1 2023 | $284,112 | -21.3% | 1,139 | -32.8% | 0.02% | -27.6% |
| Q4 2022 | $361,221 | -8.6% | 1,695 | -8.3% | 0.03% | -43.1% |
| Q3 2022 | $395,000 | +23.4% | 1,848 | +28.8% | 0.05% | +45.7% |
| Q2 2022 | $320,000 | -47.6% | 1,435 | -32.4% | 0.04% | -46.2% |
| Q1 2022 | $611,000 | +28.1% | 2,123 | +42.8% | 0.06% | +27.5% |
| Q4 2021 | $477,000 | +28.9% | 1,487 | +16.4% | 0.05% | +24.4% |
| Q3 2021 | $370,000 | -70.3% | 1,277 | -70.6% | 0.04% | -70.1% |
| Q2 2021 | $1,247,000 | +1.2% | 4,349 | -9.3% | 0.14% | -25.5% |
| Q1 2021 | $1,232,000 | +11.5% | 4,794 | +9.9% | 0.18% | -6.6% |
| Q4 2020 | $1,105,000 | +13.6% | 4,363 | +2.0% | 0.20% | -3.4% |
| Q3 2020 | $973,000 | -4.9% | 4,276 | -8.8% | 0.20% | -7.3% |
| Q2 2020 | $1,023,000 | +15.3% | 4,687 | -4.9% | 0.22% | -6.4% |
| Q1 2020 | $887,000 | -7.8% | 4,930 | +1.1% | 0.24% | +4.0% |
| Q4 2019 | $962,000 | -57.4% | 4,878 | -72.6% | 0.23% | -84.4% |
| Q2 2017 | $2,257,000 | -11.4% | 17,789 | -15.0% | 1.45% | -21.3% |
| Q1 2017 | $2,547,000 | +17.3% | 20,932 | +7.5% | 1.84% | -0.1% |
| Q4 2016 | $2,171,000 | – | 19,478 | – | 1.84% | – |
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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% |