VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,797,206 | -10.2% | 10,272 | -6.7% | 0.37% | -8.9% |
| Q2 2023 | $3,115,343 | +3.9% | 11,010 | -8.4% | 0.41% | -2.4% |
| Q1 2023 | $2,999,467 | +18.9% | 12,025 | +1.6% | 0.42% | +10.1% |
| Q4 2022 | $2,522,114 | -15.0% | 11,835 | -14.7% | 0.38% | -20.4% |
| Q3 2022 | $2,968,000 | +8.7% | 13,873 | +13.2% | 0.48% | +27.7% |
| Q2 2022 | $2,731,000 | -13.6% | 12,253 | +11.5% | 0.37% | -3.9% |
| Q1 2022 | $3,161,000 | -5.3% | 10,992 | +5.7% | 0.39% | -0.3% |
| Q4 2021 | $3,338,000 | +16.8% | 10,402 | +5.6% | 0.39% | +8.4% |
| Q3 2021 | $2,858,000 | +28.3% | 9,849 | +26.8% | 0.36% | +25.2% |
| Q2 2021 | $2,228,000 | +25.2% | 7,770 | +12.2% | 0.29% | +14.4% |
| Q1 2021 | $1,780,000 | +2.9% | 6,927 | +1.5% | 0.25% | -4.6% |
| Q4 2020 | $1,729,000 | – | 6,825 | – | 0.26% | – |
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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% |