VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,210 | +7.6% | 8,116 | -1.4% | 0.92% | -0.9% |
| Q1 2023 | $2,053 | +25.8% | 8,229 | +7.5% | 0.93% | +35.9% |
| Q4 2022 | $1,632 | -99.9% | 7,658 | -4.9% | 0.68% | -15.8% |
| Q3 2022 | $1,723,000 | -4.0% | 8,052 | 0.0% | 0.81% | +1.8% |
| Q2 2022 | $1,795,000 | -22.5% | 8,052 | 0.0% | 0.80% | -16.9% |
| Q1 2022 | $2,316,000 | -12.3% | 8,052 | -2.2% | 0.96% | +1.2% |
| Q4 2021 | $2,642,000 | +13.1% | 8,232 | +2.2% | 0.95% | -4.3% |
| Q3 2021 | $2,336,000 | +12.6% | 8,052 | -0.2% | 0.99% | +0.7% |
| Q1 2021 | $2,074,000 | +1.5% | 8,068 | 0.0% | 0.98% | -7.3% |
| Q4 2020 | $2,044,000 | +11.5% | 8,068 | +0.2% | 1.06% | +2.4% |
| Q3 2020 | $1,833,000 | +12.9% | 8,052 | +0.3% | 1.04% | +6.6% |
| Q2 2020 | $1,623,000 | +29.0% | 8,030 | 0.0% | 0.97% | +10.3% |
| Q1 2020 | $1,258,000 | -13.8% | 8,030 | +0.2% | 0.88% | -9.4% |
| Q4 2019 | $1,459,000 | – | 8,010 | – | 0.97% | – |
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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% |