VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,243,912 | -1.7% | 4,568 | +2.1% | 0.90% | +3.2% |
| Q2 2023 | $1,265,680 | +7.5% | 4,473 | -5.3% | 0.87% | +9.5% |
| Q1 2023 | $1,177,856 | +17.0% | 4,722 | 0.0% | 0.80% | +16.5% |
| Q4 2022 | $1,006,305 | +4.0% | 4,722 | +4.4% | 0.68% | +6.9% |
| Q3 2022 | $968,000 | -17.1% | 4,524 | -13.7% | 0.64% | -5.8% |
| Q2 2022 | $1,168,000 | -14.2% | 5,241 | +10.7% | 0.68% | -7.4% |
| Q1 2022 | $1,362,000 | +3.0% | 4,735 | +14.9% | 0.73% | -5.7% |
| Q4 2021 | $1,322,000 | +20.7% | 4,120 | +9.1% | 0.78% | +12.0% |
| Q3 2021 | $1,095,000 | +13.7% | 3,775 | +12.5% | 0.69% | +16.5% |
| Q2 2021 | $963,000 | +29.8% | 3,357 | +16.4% | 0.60% | +21.9% |
| Q1 2021 | $742,000 | +182.1% | 2,885 | +177.9% | 0.49% | +159.6% |
| Q4 2020 | $263,000 | +14.8% | 1,038 | +3.2% | 0.19% | -1.6% |
| Q3 2020 | $229,000 | +112.0% | 1,006 | +87.7% | 0.19% | +76.9% |
| Q2 2020 | $108,000 | -31.6% | 536 | -46.7% | 0.11% | -28.0% |
| Q1 2020 | $158,000 | – | 1,006 | – | 0.15% | – |
Download | ||||||
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% |