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 | $278,370 | -2.0% | 1,022 | +1.9% | 0.10% | -2.0% |
| Q2 2023 | $283,923 | +14.7% | 1,003 | +1.0% | 0.10% | +10.9% |
| Q1 2023 | $247,635 | +17.1% | 993 | +0.1% | 0.09% | +7.0% |
| Q4 2022 | $211,415 | -44.4% | 992 | -44.1% | 0.09% | -48.2% |
| Q3 2022 | $380,000 | +5.3% | 1,776 | +9.7% | 0.17% | +7.1% |
| Q2 2022 | $361,000 | -21.7% | 1,619 | +1.1% | 0.16% | -45.4% |
| Q1 2022 | $461,000 | +21.3% | 1,602 | +35.3% | 0.28% | +76.4% |
| Q4 2021 | $380,000 | +13.8% | 1,184 | +2.8% | 0.16% | +1.3% |
| Q3 2021 | $334,000 | +2.5% | 1,152 | +1.3% | 0.16% | -10.7% |
| Q2 2021 | $326,000 | +11.6% | 1,137 | +0.1% | 0.18% | -25.2% |
| Q1 2021 | $292,000 | – | 1,136 | – | 0.24% | – |
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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% |