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 | $10,558,799 | -0.0% | 38,775 | +3.9% | 2.54% | -0.4% |
| Q2 2023 | $10,561,069 | +22.6% | 37,324 | +6.2% | 2.55% | +12.2% |
| Q1 2023 | $8,612,974 | +16.5% | 35,152 | +1.4% | 2.27% | +16.6% |
| Q4 2022 | $7,391,386 | +1459.4% | 34,683 | +1467.2% | 1.95% | +1283.0% |
| Q3 2022 | $474,000 | +21.9% | 2,213 | +43.1% | 0.14% | +42.4% |
| Q2 2022 | $389,000 | +53.1% | 1,546 | +74.9% | 0.10% | +16.5% |
| Q2 2021 | $254,000 | +11.9% | 884 | 0.0% | 0.08% | -2.3% |
| Q1 2021 | $227,000 | -14.0% | 884 | -15.1% | 0.09% | -37.9% |
| Q4 2020 | $264,000 | 0.0% | 1,041 | -10.3% | 0.14% | -14.6% |
| Q3 2020 | $264,000 | +461.7% | 1,160 | +270.6% | 0.16% | +397.0% |
| Q2 2018 | $47,000 | – | 313 | – | 0.03% | – |
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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% |