VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $522,395 | -14.6% | 1,918 | -11.3% | 0.34% | -11.6% |
| Q2 2023 | $611,922 | +35.2% | 2,163 | +19.3% | 0.38% | +28.8% |
| Q1 2023 | $452,638 | +20.0% | 1,813 | +2.5% | 0.30% | +10.5% |
| Q4 2022 | $377,052 | +3.6% | 1,769 | +4.1% | 0.27% | -7.9% |
| Q3 2022 | $364,000 | -1.4% | 1,699 | +3.1% | 0.29% | +4.3% |
| Q2 2022 | $369,000 | -22.0% | 1,648 | +0.2% | 0.28% | -10.6% |
| Q1 2022 | $473,000 | -10.1% | 1,644 | +0.1% | 0.31% | -18.2% |
| Q4 2021 | $526,000 | +9.6% | 1,643 | -0.8% | 0.38% | +4.1% |
| Q3 2021 | $480,000 | +1.1% | 1,656 | +0.2% | 0.36% | -0.5% |
| Q2 2021 | $475,000 | +11.8% | 1,653 | +0.1% | 0.37% | +1.7% |
| Q1 2021 | $425,000 | +1.4% | 1,652 | -0.1% | 0.36% | -4.7% |
| Q4 2020 | $419,000 | – | 1,653 | – | 0.38% | – |
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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% |