VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,415 | -17.9% | 787 | -14.7% | 0.14% | -19.7% |
| Q2 2023 | $261,038 | +18.2% | 923 | +4.2% | 0.18% | +9.2% |
| Q1 2023 | $220,906 | -10.9% | 886 | +2.7% | 0.16% | -4.7% |
| Q1 2022 | $248,000 | -20.8% | 863 | -11.6% | 0.17% | -14.1% |
| Q4 2021 | $313,000 | +5.7% | 976 | -4.3% | 0.20% | -3.9% |
| Q3 2021 | $296,000 | +1.4% | 1,020 | +0.1% | 0.21% | +2.5% |
| Q2 2021 | $292,000 | +11.5% | 1,019 | +0.1% | 0.20% | +7.4% |
| Q1 2021 | $262,000 | +1.6% | 1,018 | +0.1% | 0.19% | -7.4% |
| Q4 2020 | $258,000 | +1417.6% | 1,017 | +816.2% | 0.20% | +1350.0% |
| Q2 2018 | $17,000 | +6.2% | 111 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $16,000 | 0.0% | 111 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $16,000 | – | 111 | – | 0.02% | – |
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% |