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 | $27,463,626 | -3.0% | 100,854 | +0.8% | 4.00% | -0.7% |
| Q2 2023 | $28,300,292 | +16.4% | 100,015 | +2.6% | 4.03% | +8.9% |
| Q1 2023 | $24,309,511 | +16.2% | 97,456 | -0.7% | 3.70% | +8.7% |
| Q4 2022 | $20,920,775 | +115.1% | 98,169 | +116.0% | 3.41% | +83.3% |
| Q3 2022 | $9,725,000 | +82.3% | 45,455 | +89.9% | 1.86% | +89.4% |
| Q2 2022 | $5,335,000 | -14.2% | 23,934 | +10.7% | 0.98% | -5.6% |
| Q1 2022 | $6,217,000 | +3.7% | 21,616 | +15.7% | 1.04% | -8.9% |
| Q4 2021 | $5,998,000 | +38.1% | 18,690 | +24.9% | 1.14% | +24.0% |
| Q3 2021 | $4,343,000 | +10.7% | 14,969 | +9.4% | 0.92% | +7.5% |
| Q2 2021 | $3,923,000 | +23.2% | 13,677 | +10.4% | 0.86% | +11.2% |
| Q1 2021 | $3,185,000 | +2.4% | 12,391 | +0.9% | 0.77% | +148.9% |
| Q4 2020 | $3,111,000 | +11.6% | 12,282 | +0.3% | 0.31% | -4.9% |
| Q3 2020 | $2,788,000 | +8.2% | 12,247 | -3.9% | 0.32% | +13.6% |
| Q2 2020 | $2,576,000 | +20.9% | 12,748 | -6.3% | 0.29% | -1.7% |
| Q1 2020 | $2,131,000 | -33.2% | 13,603 | -22.3% | 0.29% | -36.3% |
| Q4 2019 | $3,191,000 | +16.5% | 17,518 | +6.4% | 0.46% | -11.1% |
| Q3 2019 | $2,739,000 | -47.9% | 16,472 | -48.8% | 0.51% | -49.2% |
| Q2 2019 | $5,255,000 | +4.2% | 32,161 | -0.3% | 1.01% | -1.4% |
| Q1 2019 | $5,044,000 | +17.8% | 32,245 | +1.1% | 1.03% | -9.8% |
| Q4 2018 | $4,283,000 | – | 31,887 | – | 1.14% | – |
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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% |