VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $861,913 | +20.9% | 3,165 | +25.6% | 0.46% | +19.6% |
| Q2 2023 | $713,109 | +66.7% | 2,520 | +46.9% | 0.38% | +46.7% |
| Q1 2023 | $427,790 | -5.1% | 1,715 | -18.9% | 0.26% | -11.8% |
| Q4 2022 | $450,728 | -0.5% | 2,115 | 0.0% | 0.30% | -9.8% |
| Q3 2022 | $453,000 | -25.5% | 2,115 | 0.0% | 0.33% | -13.9% |
| Q1 2022 | $608,000 | -10.5% | 2,115 | 0.0% | 0.38% | -5.0% |
| Q4 2021 | $679,000 | +10.6% | 2,115 | -12.8% | 0.40% | -28.0% |
| Q4 2020 | $614,000 | – | 2,425 | – | 0.56% | – |
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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% |