VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,300,467 | -2.0% | 4,776 | +1.8% | 0.50% | -1.0% |
| Q2 2023 | $1,327,558 | +317.9% | 4,692 | +268.3% | 0.50% | +256.0% |
| Q1 2023 | $317,707 | +17.0% | 1,274 | 0.0% | 0.14% | +9.3% |
| Q4 2022 | $271,434 | -86.3% | 1,274 | -86.2% | 0.13% | -85.5% |
| Q3 2022 | $1,978,000 | +16.6% | 9,247 | +21.5% | 0.89% | +27.8% |
| Q2 2022 | $1,696,000 | -26.4% | 7,608 | -5.1% | 0.69% | -10.0% |
| Q1 2022 | $2,305,000 | -9.2% | 8,015 | +1.4% | 0.77% | +3.4% |
| Q4 2021 | $2,538,000 | +11.0% | 7,908 | +0.4% | 0.75% | -0.3% |
| Q3 2021 | $2,286,000 | +2.7% | 7,879 | +1.6% | 0.75% | +5.2% |
| Q2 2021 | $2,225,000 | -11.4% | 7,756 | -20.6% | 0.71% | -18.6% |
| Q1 2021 | $2,511,000 | +21.8% | 9,767 | +20.0% | 0.87% | +16.2% |
| Q4 2020 | $2,061,000 | -8.8% | 8,137 | -18.1% | 0.75% | -16.4% |
| Q3 2020 | $2,260,000 | +11.5% | 9,930 | -1.0% | 0.90% | +4.5% |
| Q2 2020 | $2,026,000 | +5.5% | 10,026 | -18.2% | 0.86% | -20.8% |
| Q1 2020 | $1,920,000 | -13.6% | 12,255 | +0.5% | 1.08% | -13.4% |
| Q4 2019 | $2,221,000 | +6.8% | 12,193 | -2.5% | 1.25% | +1.0% |
| Q3 2019 | $2,080,000 | +0.6% | 12,511 | -1.1% | 1.24% | -9.1% |
| Q2 2019 | $2,068,000 | +14.7% | 12,654 | +9.8% | 1.36% | -8.2% |
| Q1 2019 | $1,803,000 | +13.9% | 11,526 | +877.6% | 1.48% | +105.7% |
| Q4 2018 | $1,583,000 | – | 1,179 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
| Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
| Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
| Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
| Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
| Jentner Corp | 169,347 | $27,272,000 | 22.63% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
| Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
| INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
| McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |