VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,107 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,024,044 | +3.1% | 2,975 | -6.9% | 0.60% | -5.2% |
| Q4 2023 | $993,306 | +21.7% | 3,195 | +6.6% | 0.63% | +10.2% |
| Q3 2023 | $816,424 | +67.4% | 2,998 | +74.0% | 0.57% | +59.5% |
| Q2 2023 | $487,581 | +11.1% | 1,723 | -2.0% | 0.36% | +7.5% |
| Q1 2023 | $438,801 | +17.6% | 1,759 | +0.5% | 0.33% | +12.1% |
| Q4 2022 | $373,000 | -1.1% | 1,751 | -0.6% | 0.30% | -11.3% |
| Q3 2022 | $377,000 | -4.1% | 1,761 | 0.0% | 0.34% | +3.7% |
| Q2 2022 | $393,000 | -24.0% | 1,761 | -2.0% | 0.32% | -15.2% |
| Q1 2022 | $517,000 | -17.7% | 1,797 | -8.2% | 0.38% | -12.6% |
| Q4 2021 | $628,000 | +10.6% | 1,958 | 0.0% | 0.44% | +5.3% |
| Q3 2021 | $568,000 | +1.1% | 1,958 | 0.0% | 0.41% | -1.4% |
| Q2 2021 | $562,000 | +14.7% | 1,958 | +2.6% | 0.42% | +2.7% |
| Q1 2021 | $490,000 | +1.4% | 1,908 | 0.0% | 0.41% | -1.2% |
| Q4 2020 | $483,000 | -20.4% | 1,908 | -28.5% | 0.41% | -32.2% |
| Q3 2020 | $607,000 | +12.6% | 2,667 | 0.0% | 0.61% | -3.0% |
| Q2 2020 | $539,000 | +21.1% | 2,667 | -6.1% | 0.63% | +5.7% |
| Q1 2020 | $445,000 | -17.4% | 2,840 | -4.1% | 0.60% | +5.9% |
| Q4 2019 | $539,000 | +9.6% | 2,960 | 0.0% | 0.56% | -2.9% |
| Q3 2019 | $492,000 | +1.7% | 2,960 | 0.0% | 0.58% | -4.3% |
| Q2 2019 | $484,000 | +4.5% | 2,960 | 0.0% | 0.61% | +1.3% |
| Q1 2019 | $463,000 | +14.3% | 2,960 | -1.8% | 0.60% | +2.2% |
| Q4 2018 | $405,000 | – | 3,015 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 281,221 | $46,761,356 | 34.72% |
| Permanens Capital L.P. | 518,897 | $86,282,000 | 24.14% |
| Jentner Corp | 175,370 | $29,161,000 | 23.80% |
| Peninsula Wealth, LLC | 270,255 | $44,934,000 | 22.45% |
| Merit Financial Group, LLC | 1,152,379 | $191,618,000 | 20.95% |
| Mosaic Family Wealth, LLC | 298,040 | $49,558,000 | 20.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 94,149 | $15,655,000 | 16.73% |
| McIlrath & Eck, LLC | 186,577 | $31,024,000 | 16.38% |
| Cable Hill Partners, LLC | 294,683 | $49,000,000 | 16.06% |
| Cornerstone Management, Inc. | 207,874 | $34,565,289 | 15.83% |