VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,171,341 | +18.7% | 41,024 | +23.3% | 6.18% | +14.3% |
| Q2 2023 | $9,411,271 | +36.5% | 33,260 | +20.4% | 5.41% | +28.1% |
| Q1 2023 | $6,893,274 | +20.7% | 27,635 | +3.2% | 4.22% | +7.1% |
| Q4 2022 | $5,709,004 | -3.6% | 26,789 | -3.2% | 3.94% | -7.1% |
| Q3 2022 | $5,920,000 | -3.9% | 27,671 | +0.1% | 4.24% | +0.4% |
| Q2 2022 | $6,159,000 | -22.3% | 27,633 | +0.3% | 4.23% | -13.6% |
| Q1 2022 | $7,923,000 | +5.7% | 27,548 | +18.0% | 4.89% | +4.5% |
| Q4 2021 | $7,493,000 | – | 23,351 | – | 4.68% | – |
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% |