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 | $384,222 | +11.4% | 1,411 | +15.8% | 0.04% | +13.5% |
| Q2 2023 | $344,883 | +24.6% | 1,219 | +9.8% | 0.04% | +19.4% |
| Q1 2023 | $276,803 | -3.2% | 1,110 | -17.3% | 0.03% | -3.1% |
| Q4 2022 | $285,892 | -3.7% | 1,342 | -3.2% | 0.03% | -17.9% |
| Q3 2022 | $297,000 | -13.4% | 1,387 | -9.8% | 0.04% | -9.3% |
| Q2 2022 | $343,000 | -30.6% | 1,537 | -10.5% | 0.04% | -20.4% |
| Q1 2022 | $494,000 | -15.8% | 1,718 | -6.1% | 0.05% | -11.5% |
| Q4 2021 | $587,000 | +26.8% | 1,830 | +14.7% | 0.06% | +15.1% |
| Q3 2021 | $463,000 | -5.1% | 1,596 | -6.1% | 0.05% | -10.2% |
| Q2 2021 | $488,000 | +11.7% | 1,700 | 0.0% | 0.06% | +3.5% |
| Q1 2021 | $437,000 | – | 1,700 | – | 0.06% | – |
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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% |