VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,438 | -0.0% | 1,129 | +3.9% | 0.14% | +3.8% |
| Q2 2023 | $307,578 | +13.4% | 1,087 | 0.0% | 0.13% | +4.8% |
| Q1 2023 | $271,141 | +18.7% | 1,087 | +1.4% | 0.13% | +10.5% |
| Q4 2022 | $228,454 | +2.0% | 1,072 | +2.4% | 0.11% | -7.3% |
| Q3 2022 | $224,000 | -63.5% | 1,047 | -45.2% | 0.12% | -53.9% |
| Q4 2021 | $614,000 | +12.2% | 1,912 | +1.5% | 0.27% | +2.3% |
| Q3 2021 | $547,000 | -14.7% | 1,884 | -15.7% | 0.26% | -15.3% |
| Q2 2021 | $641,000 | +11.7% | 2,234 | 0.0% | 0.31% | +1.7% |
| Q1 2021 | $574,000 | +1.4% | 2,234 | 0.0% | 0.30% | -3.8% |
| Q4 2020 | $566,000 | -47.2% | 2,234 | -52.6% | 0.32% | -53.9% |
| Q3 2020 | $1,072,000 | +12.6% | 4,709 | 0.0% | 0.68% | +4.1% |
| Q2 2020 | $952,000 | +29.5% | 4,709 | +0.4% | 0.66% | +0.5% |
| Q1 2020 | $735,000 | -12.3% | 4,690 | +2.0% | 0.65% | +7.9% |
| Q4 2019 | $838,000 | +10.3% | 4,600 | +0.6% | 0.61% | +0.2% |
| Q3 2019 | $760,000 | +1.7% | 4,572 | 0.0% | 0.60% | -1.5% |
| Q2 2019 | $747,000 | +4.6% | 4,572 | +0.2% | 0.61% | +2.3% |
| Q1 2019 | $714,000 | +18.4% | 4,562 | +1.7% | 0.60% | +4.2% |
| Q4 2018 | $603,000 | -43.0% | 4,487 | -31.7% | 0.58% | -34.3% |
| Q3 2018 | $1,057,000 | – | 6,565 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cable Hill Partners, LLC | 363,655 | $38,966,000 | 29.83% |
| Permanens Capital L.P. | 244,786 | $25,607,000 | 25.23% |
| INR ADVISORY SERVICES LLC | 1,033,330 | $108,097,000 | 19.01% |
| VISTA CAPITAL PARTNERS, INC. | 534,436 | $55,907,000 | 17.30% |
| Edelman Financial Services, LLC | 10,260,112 | $1,073,310,000 | 16.74% |
| IBBOTSON ASSOCIATES INC | 184,456 | $19,296,000 | 14.90% |
| Waverly Advisors, LLC | 279,887 | $29,279,000 | 14.81% |
| INSPIRION WEALTH ADVISORS, LLC | 175,172 | $18,325,000 | 14.75% |
| Financial Planning & Information Services, Inc. | 189,900 | $19,865,000 | 12.81% |
| Noven Financial Group, Inc. | 167,726 | $17,546,000 | 12.64% |