VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,804 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $584,204 | +8.7% | 1,562 | 0.0% | 0.12% | +14.2% |
| Q1 2024 | $537,641 | +8.0% | 1,562 | -2.4% | 0.11% | +9.3% |
| Q4 2023 | $497,719 | +34.6% | 1,601 | +17.9% | 0.10% | +18.3% |
| Q3 2023 | $369,797 | -3.8% | 1,358 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $384,260 | +13.4% | 1,358 | 0.0% | 0.08% | +12.3% |
| Q1 2023 | $338,740 | +11.4% | 1,358 | -5.0% | 0.07% | +12.3% |
| Q4 2022 | $304,000 | +2.0% | 1,430 | +2.7% | 0.06% | -11.0% |
| Q3 2022 | $298,000 | -3.9% | 1,392 | 0.0% | 0.07% | +7.4% |
| Q2 2022 | $310,000 | -87.0% | 1,392 | -83.3% | 0.07% | -85.8% |
| Q1 2022 | $2,393,000 | -37.0% | 8,322 | -29.7% | 0.48% | -37.8% |
| Q4 2021 | $3,797,000 | +28.9% | 11,833 | +16.5% | 0.77% | +17.0% |
| Q3 2021 | $2,946,000 | +5.8% | 10,154 | +4.6% | 0.66% | +7.0% |
| Q2 2021 | $2,785,000 | +25.2% | 9,709 | +12.2% | 0.61% | +20.2% |
| Q1 2021 | $2,224,000 | +129.0% | 8,653 | +125.9% | 0.51% | +112.9% |
| Q4 2020 | $971,000 | +329.6% | 3,831 | +285.0% | 0.24% | +275.0% |
| Q3 2020 | $226,000 | +12.4% | 995 | 0.0% | 0.06% | +16.4% |
| Q2 2020 | $201,000 | -4.3% | 995 | -13.6% | 0.06% | +12.2% |
| Q4 2019 | $210,000 | +89.2% | 1,152 | +39.5% | 0.05% | +58.1% |
| Q4 2018 | $111,000 | +56.3% | 826 | +66.2% | 0.03% | +40.9% |
| Q1 2018 | $71,000 | – | 497 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 281,221 | $46,761,356 | 34.72% |
| Permanens Capital L.P. | 518,897 | $86,282,000 | 24.14% |
| Jentner Corp | 175,370 | $29,161,000 | 23.80% |
| Peninsula Wealth, LLC | 270,255 | $44,934,000 | 22.45% |
| Merit Financial Group, LLC | 1,152,379 | $191,618,000 | 20.95% |
| Mosaic Family Wealth, LLC | 298,040 | $49,558,000 | 20.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 94,149 | $15,655,000 | 16.73% |
| McIlrath & Eck, LLC | 186,577 | $31,024,000 | 16.38% |
| Cable Hill Partners, LLC | 294,683 | $49,000,000 | 16.06% |
| Cornerstone Management, Inc. | 207,874 | $34,565,289 | 15.83% |