VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,444,877 | -6.8% | 232,988 | -3.1% | 15.40% | -5.2% |
| Q2 2023 | $68,038,617 | +7.8% | 240,453 | -4.9% | 16.24% | +2.2% |
| Q1 2023 | $63,097,817 | +19.5% | 252,958 | +2.1% | 15.90% | +10.8% |
| Q4 2022 | $52,812,710 | +0.3% | 247,819 | +0.7% | 14.35% | -6.5% |
| Q3 2022 | $52,675,000 | +0.6% | 246,202 | +4.8% | 15.34% | +2.4% |
| Q2 2022 | $52,344,000 | -15.3% | 234,842 | +9.3% | 14.98% | -4.7% |
| Q1 2022 | $61,788,000 | -1.9% | 214,839 | +9.5% | 15.72% | +0.2% |
| Q4 2021 | $62,964,000 | +12.6% | 196,211 | +1.8% | 15.69% | +4.6% |
| Q3 2021 | $55,917,000 | +1.8% | 192,703 | +0.6% | 15.00% | -0.3% |
| Q2 2021 | $54,943,000 | +15.6% | 191,567 | +3.6% | 15.05% | +3.5% |
| Q1 2021 | $47,547,000 | +4.7% | 184,978 | +3.2% | 14.55% | +0.4% |
| Q4 2020 | $45,398,000 | +11.1% | 179,198 | -0.2% | 14.49% | +2.4% |
| Q3 2020 | $40,854,000 | +9.6% | 179,490 | -2.7% | 14.14% | +3.4% |
| Q2 2020 | $37,264,000 | +35.1% | 184,395 | +4.8% | 13.68% | +18.6% |
| Q1 2020 | $27,578,000 | -2.9% | 176,002 | +12.9% | 11.54% | +10.8% |
| Q4 2019 | $28,407,000 | +19.5% | 155,937 | +9.1% | 10.42% | +8.9% |
| Q3 2019 | $23,771,000 | +9.7% | 142,958 | +7.7% | 9.57% | +5.7% |
| Q2 2019 | $21,678,000 | +25.1% | 132,676 | +19.8% | 9.05% | +13.8% |
| Q1 2019 | $17,322,000 | +52.9% | 110,736 | +31.3% | 7.95% | +27.8% |
| Q4 2018 | $11,330,000 | -8.0% | 84,341 | +10.3% | 6.22% | -0.9% |
| Q3 2018 | $12,316,000 | +12.3% | 76,476 | +4.4% | 6.28% | +4.3% |
| Q2 2018 | $10,971,000 | +19.8% | 73,236 | +13.5% | 6.02% | +14.8% |
| Q1 2018 | $9,154,000 | +1.7% | 64,518 | +0.8% | 5.25% | +1.5% |
| Q4 2017 | $9,000,000 | – | 63,985 | – | 5.17% | – |
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% |