VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,536 | +40.7% | 1,111 | +46.2% | 0.10% | +50.0% |
| Q2 2023 | $215,050 | +6.4% | 760 | -6.2% | 0.07% | +8.2% |
| Q1 2023 | $202,046 | -13.7% | 810 | +11.0% | 0.06% | +13.0% |
| Q4 2021 | $234,000 | -16.4% | 730 | -24.4% | 0.05% | -11.5% |
| Q3 2021 | $280,000 | -3.1% | 966 | 0.0% | 0.06% | +5.2% |
| Q2 2021 | $289,000 | +6.6% | 966 | -5.4% | 0.06% | +7.4% |
| Q1 2021 | $271,000 | +0.4% | 1,021 | -4.2% | 0.05% | -6.9% |
| Q4 2020 | $270,000 | +6.3% | 1,066 | 0.0% | 0.06% | +3.6% |
| Q3 2020 | $254,000 | +7.2% | 1,066 | 0.0% | 0.06% | +14.3% |
| Q2 2020 | $237,000 | – | 1,066 | – | 0.05% | – |
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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% |