VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708,628 | -3.8% | 2,602 | 0.0% | 0.33% | -0.9% |
| Q2 2023 | $736,328 | +13.4% | 2,602 | 0.0% | 0.33% | +5.1% |
| Q1 2023 | $649,089 | +17.3% | 2,602 | +0.2% | 0.31% | +10.2% |
| Q4 2022 | $553,472 | +20.8% | 2,597 | +21.3% | 0.28% | +15.0% |
| Q3 2022 | $458,000 | -5.6% | 2,141 | -1.6% | 0.25% | -3.1% |
| Q2 2022 | $485,000 | -22.5% | 2,175 | 0.0% | 0.26% | -11.5% |
| Q1 2022 | $626,000 | -7.0% | 2,175 | +3.7% | 0.29% | -4.6% |
| Q4 2021 | $673,000 | +8.9% | 2,098 | -1.5% | 0.30% | -1.6% |
| Q3 2021 | $618,000 | +0.7% | 2,131 | -0.5% | 0.31% | -1.6% |
| Q2 2021 | $614,000 | +11.6% | 2,141 | 0.0% | 0.31% | +3.0% |
| Q1 2021 | $550,000 | +0.5% | 2,141 | -0.7% | 0.30% | -5.9% |
| Q4 2020 | $547,000 | +9.2% | 2,157 | -2.0% | 0.32% | -3.3% |
| Q3 2020 | $501,000 | +2.5% | 2,201 | -9.1% | 0.33% | -7.2% |
| Q2 2020 | $489,000 | +29.0% | 2,422 | 0.0% | 0.36% | +8.1% |
| Q1 2020 | $379,000 | -14.1% | 2,422 | 0.0% | 0.33% | +6.1% |
| Q4 2019 | $441,000 | -1.8% | 2,422 | -10.3% | 0.31% | -29.3% |
| Q3 2019 | $449,000 | -19.1% | 2,699 | -20.5% | 0.44% | -19.5% |
| Q2 2019 | $555,000 | +4.5% | 3,395 | +0.1% | 0.55% | 0.0% |
| Q1 2019 | $531,000 | +16.4% | 3,393 | 0.0% | 0.55% | +5.8% |
| Q4 2018 | $456,000 | -16.0% | 3,393 | +0.6% | 0.52% | -1.0% |
| Q3 2018 | $543,000 | +4.4% | 3,373 | -2.9% | 0.52% | -6.1% |
| Q2 2018 | $520,000 | +5.5% | 3,473 | +0.1% | 0.56% | +3.7% |
| Q1 2018 | $493,000 | -0.6% | 3,471 | -1.6% | 0.54% | -0.7% |
| Q4 2017 | $496,000 | – | 3,529 | – | 0.54% | – |
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% |