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 | $4,404,859 | +0.6% | 16,176 | +4.5% | 2.96% | +5.4% |
| Q2 2023 | $4,380,560 | +13.3% | 15,481 | -0.2% | 2.81% | +8.3% |
| Q1 2023 | $3,867,717 | +15.3% | 15,506 | -1.5% | 2.60% | +13.2% |
| Q4 2022 | $3,353,669 | -12.0% | 15,737 | -11.6% | 2.29% | -15.4% |
| Q3 2022 | $3,810,000 | -4.2% | 17,809 | -0.1% | 2.71% | +12.9% |
| Q2 2022 | $3,975,000 | -22.6% | 17,833 | -0.1% | 2.40% | -4.1% |
| Q1 2022 | $5,133,000 | -9.1% | 17,849 | +1.4% | 2.51% | -0.6% |
| Q4 2021 | $5,646,000 | +13.6% | 17,594 | +2.7% | 2.52% | +11.5% |
| Q3 2021 | $4,970,000 | +2.7% | 17,128 | +1.5% | 2.26% | +6.8% |
| Q2 2021 | $4,840,000 | +11.5% | 16,875 | -0.1% | 2.12% | +7.4% |
| Q1 2021 | $4,342,000 | +4.0% | 16,894 | +2.5% | 1.97% | -18.1% |
| Q4 2020 | $4,174,000 | +13.8% | 16,475 | +2.2% | 2.40% | +1.0% |
| Q3 2020 | $3,669,000 | +12.8% | 16,120 | +0.1% | 2.38% | +6.3% |
| Q2 2020 | $3,254,000 | +28.3% | 16,101 | -0.6% | 2.24% | +8.4% |
| Q1 2020 | $2,537,000 | +5.9% | 16,191 | +23.1% | 2.06% | +36.0% |
| Q4 2019 | $2,396,000 | +24.2% | 13,150 | +13.4% | 1.52% | +10.2% |
| Q3 2019 | $1,929,000 | +4.0% | 11,600 | +2.2% | 1.38% | +2.5% |
| Q2 2019 | $1,854,000 | +21.9% | 11,345 | +16.7% | 1.34% | +13.8% |
| Q1 2019 | $1,521,000 | +28.4% | 9,725 | +10.3% | 1.18% | +13.1% |
| Q4 2018 | $1,185,000 | +17.3% | 8,820 | +40.7% | 1.04% | +38.8% |
| Q3 2018 | $1,010,000 | +15.6% | 6,270 | +7.5% | 0.75% | +8.2% |
| Q2 2018 | $874,000 | +52.8% | 5,835 | +44.6% | 0.70% | +51.4% |
| Q1 2018 | $572,000 | +14.2% | 4,035 | +13.3% | 0.46% | +15.0% |
| Q4 2017 | $501,000 | +7.3% | 3,560 | +2.9% | 0.40% | +2.6% |
| Q3 2017 | $467,000 | -0.6% | 3,460 | -6.6% | 0.39% | -7.6% |
| Q2 2017 | $470,000 | – | 3,703 | – | 0.42% | – |
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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% |