VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,663,386 | -5.3% | 13,453 | -1.6% | 0.84% | -6.9% |
| Q2 2023 | $3,867,475 | +7.3% | 13,668 | -5.5% | 0.90% | -1.3% |
| Q1 2023 | $3,605,994 | +20.1% | 14,456 | +2.6% | 0.92% | +6.8% |
| Q4 2022 | $3,002,308 | +60.6% | 14,088 | +61.2% | 0.86% | +37.4% |
| Q3 2022 | $1,870,000 | +4.3% | 8,741 | +8.7% | 0.62% | +6.1% |
| Q2 2022 | $1,793,000 | +28.4% | 8,042 | +65.7% | 0.59% | +46.2% |
| Q1 2022 | $1,396,000 | -19.1% | 4,853 | -9.7% | 0.40% | -18.8% |
| Q4 2021 | $1,725,000 | – | 5,375 | – | 0.50% | – |
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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% |