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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $260,606 | +28.5% | 921 | +13.3% | 0.14% | +12.3% |
| Q1 2023 | $202,795 | -13.3% | 813 | 0.0% | 0.12% | -10.3% |
| Q1 2022 | $234,000 | -10.3% | 813 | -0.1% | 0.14% | -6.2% |
| Q4 2021 | $261,000 | +10.6% | 814 | +0.1% | 0.14% | +0.7% |
| Q3 2021 | $236,000 | +1.3% | 813 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $233,000 | +11.5% | 813 | 0.0% | 0.14% | +7.5% |
| Q1 2021 | $209,000 | -7.9% | 813 | -9.2% | 0.13% | -17.3% |
| Q4 2020 | $227,000 | +11.3% | 895 | 0.0% | 0.16% | +1.2% |
| Q3 2020 | $204,000 | +12.7% | 895 | 0.0% | 0.16% | +9.6% |
| Q2 2020 | $181,000 | +341.5% | 895 | +240.3% | 0.15% | +284.2% |
| Q1 2020 | $41,000 | -14.6% | 263 | 0.0% | 0.04% | +2.7% |
| Q4 2019 | $48,000 | – | 263 | – | 0.04% | – |
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% |