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 | $1,183,187 | +0.4% | 4,345 | +4.3% | 0.33% | +2.2% |
| Q2 2023 | $1,178,528 | +14.8% | 4,165 | +1.2% | 0.32% | +4.6% |
| Q1 2023 | $1,026,446 | +17.0% | 4,115 | 0.0% | 0.30% | +6.3% |
| Q4 2022 | $876,948 | +13.4% | 4,115 | +13.8% | 0.29% | +3.2% |
| Q3 2022 | $773,000 | -4.1% | 3,615 | 0.0% | 0.28% | +0.7% |
| Q2 2022 | $806,000 | -20.3% | 3,615 | +2.8% | 0.28% | -9.2% |
| Q1 2022 | $1,011,000 | -8.3% | 3,515 | +2.3% | 0.30% | -7.3% |
| Q4 2021 | $1,103,000 | +10.6% | 3,436 | 0.0% | 0.33% | -2.7% |
| Q3 2021 | $997,000 | +6.6% | 3,436 | +5.4% | 0.34% | +3.7% |
| Q2 2021 | $935,000 | +11.6% | 3,260 | 0.0% | 0.32% | +0.3% |
| Q1 2021 | $838,000 | +1.5% | 3,260 | 0.0% | 0.32% | -6.6% |
| Q4 2020 | $826,000 | +11.3% | 3,260 | 0.0% | 0.35% | -2.3% |
| Q3 2020 | $742,000 | +12.6% | 3,260 | 0.0% | 0.36% | +2.0% |
| Q2 2020 | $659,000 | +31.0% | 3,260 | +1.6% | 0.35% | +8.1% |
| Q1 2020 | $503,000 | -14.0% | 3,210 | 0.0% | 0.32% | +0.9% |
| Q4 2019 | $585,000 | +9.6% | 3,210 | 0.0% | 0.32% | -1.2% |
| Q3 2019 | $534,000 | +19.7% | 3,210 | +17.5% | 0.32% | +20.5% |
| Q2 2019 | $446,000 | +9.6% | 2,732 | +5.0% | 0.27% | +1.1% |
| Q1 2019 | $407,000 | +16.3% | 2,602 | 0.0% | 0.26% | +4.7% |
| Q4 2018 | $350,000 | – | 2,602 | – | 0.25% | – |
Download | ||||||
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% |