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 | $2,477,353 | -5.4% | 9,098 | -1.7% | 0.84% | -5.7% |
| Q2 2023 | $2,617,760 | +12.2% | 9,251 | -4.1% | 0.90% | +11.7% |
| Q1 2023 | $2,332,970 | +30.8% | 9,643 | +15.2% | 0.80% | +17.6% |
| Q4 2022 | $1,784,058 | +234.1% | 8,372 | +231.7% | 0.68% | +177.2% |
| Q3 2022 | $534,000 | -35.4% | 2,524 | -1.9% | 0.25% | +6.5% |
| Q2 2022 | $827,000 | +26.6% | 2,574 | +11.2% | 0.23% | -25.7% |
| Q1 2022 | $653,000 | -18.6% | 2,315 | -7.4% | 0.31% | -5.5% |
| Q4 2021 | $802,000 | – | 2,499 | – | 0.33% | – |
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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% |