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 | $2,080 | +8.4% | 7,640 | -0.7% | 1.19% | +5.9% |
| Q1 2023 | $1,918 | +12.4% | 7,690 | -4.0% | 1.13% | +6.0% |
| Q4 2022 | $1,707 | -99.9% | 8,010 | +0.2% | 1.06% | -2.3% |
| Q3 2022 | $1,710,000 | -5.5% | 7,993 | -1.6% | 1.09% | +7.4% |
| Q2 2022 | $1,810,000 | -25.0% | 8,121 | -3.2% | 1.01% | -0.8% |
| Q1 2022 | $2,414,000 | -13.1% | 8,392 | -3.1% | 1.02% | -8.6% |
| Q4 2021 | $2,778,000 | +160.4% | 8,658 | +4.5% | 1.12% | +106.1% |
| Q1 2021 | $1,067,000 | +92.9% | 8,283 | +279.1% | 0.54% | +49.7% |
| Q4 2020 | $553,000 | +20.5% | 2,185 | +8.4% | 0.36% | -2.7% |
| Q3 2020 | $459,000 | +59.9% | 2,016 | +42.1% | 0.37% | +48.8% |
| Q2 2020 | $287,000 | – | 1,419 | – | 0.25% | – |
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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% |