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 | $30,385,167 | -0.3% | 111,583 | +3.6% | 11.34% | +7.8% |
| Q2 2023 | $30,465,737 | +26.0% | 107,668 | +11.1% | 10.52% | +28.3% |
| Q1 2023 | $24,183,457 | +8630.5% | 96,951 | +9957.2% | 8.20% | +9219.3% |
| Q1 2022 | $277,000 | -98.2% | 964 | -98.0% | 0.09% | -98.2% |
| Q4 2021 | $15,184,000 | +19.0% | 47,319 | +7.6% | 4.99% | +1.6% |
| Q3 2021 | $12,757,000 | +86.5% | 43,964 | +84.3% | 4.91% | +61.4% |
| Q2 2021 | $6,842,000 | +1169.4% | 23,859 | +1018.0% | 3.04% | +960.3% |
| Q1 2021 | $539,000 | +147.2% | 2,134 | +147.0% | 0.29% | +131.5% |
| Q4 2020 | $218,000 | – | 864 | – | 0.12% | – |
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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% |