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 | $1,281,764 | +91.4% | 4,707 | +98.9% | 0.53% | +91.7% |
| Q2 2023 | $669,810 | +27.7% | 2,367 | +12.6% | 0.28% | +16.3% |
| Q1 2023 | $524,591 | +16.7% | 2,103 | -0.3% | 0.24% | +3.9% |
| Q4 2022 | $449,633 | -0.3% | 2,110 | +0.1% | 0.23% | -4.2% |
| Q3 2022 | $451,000 | +10.3% | 2,108 | +14.9% | 0.24% | +6.2% |
| Q2 2022 | $409,000 | -22.4% | 1,834 | +0.2% | 0.23% | -14.4% |
| Q1 2022 | $527,000 | -19.0% | 1,831 | -9.8% | 0.26% | -18.5% |
| Q4 2021 | $651,000 | +7.4% | 2,029 | -2.9% | 0.32% | -2.4% |
| Q3 2021 | $606,000 | +3.8% | 2,090 | +2.6% | 0.33% | +4.1% |
| Q2 2021 | $584,000 | +6.8% | 2,038 | -4.3% | 0.32% | 0.0% |
| Q1 2021 | $547,000 | +64.3% | 2,129 | +62.1% | 0.32% | +51.2% |
| Q4 2020 | $333,000 | +11.4% | 1,313 | +0.1% | 0.21% | -5.8% |
| Q3 2020 | $299,000 | +12.4% | 1,312 | -22.7% | 0.22% | -28.9% |
| Q1 2020 | $266,000 | -13.9% | 1,698 | +0.1% | 0.32% | +10.9% |
| Q4 2019 | $309,000 | – | 1,697 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cable Hill Partners, LLC | 363,655 | $38,966,000 | 29.83% |
| Permanens Capital L.P. | 244,786 | $25,607,000 | 25.23% |
| INR ADVISORY SERVICES LLC | 1,033,330 | $108,097,000 | 19.01% |
| VISTA CAPITAL PARTNERS, INC. | 534,436 | $55,907,000 | 17.30% |
| Edelman Financial Services, LLC | 10,260,112 | $1,073,310,000 | 16.74% |
| IBBOTSON ASSOCIATES INC | 184,456 | $19,296,000 | 14.90% |
| Waverly Advisors, LLC | 279,887 | $29,279,000 | 14.81% |
| INSPIRION WEALTH ADVISORS, LLC | 175,172 | $18,325,000 | 14.75% |
| Financial Planning & Information Services, Inc. | 189,900 | $19,865,000 | 12.81% |
| Noven Financial Group, Inc. | 167,726 | $17,546,000 | 12.64% |