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 | $5,563,114 | -6.9% | 20,429 | -3.2% | 3.38% | +6.0% |
| Q2 2023 | $5,974,157 | +8.1% | 21,113 | -4.7% | 3.19% | +37.2% |
| Q1 2023 | $5,528,448 | +17.0% | 22,163 | -0.1% | 2.33% | +0.7% |
| Q4 2022 | $4,726,067 | -1.4% | 22,177 | -1.0% | 2.31% | +4.9% |
| Q3 2022 | $4,795,000 | +16.0% | 22,411 | +20.9% | 2.20% | +17.9% |
| Q2 2022 | $4,133,000 | -51.3% | 18,543 | -37.2% | 1.87% | +6.4% |
| Q1 2022 | $8,490,000 | +129.2% | 29,520 | +155.8% | 1.76% | +7.5% |
| Q4 2021 | $3,704,000 | +36.6% | 11,542 | +23.5% | 1.63% | +24.1% |
| Q3 2021 | $2,711,000 | +20.9% | 9,342 | +19.5% | 1.32% | +14.2% |
| Q2 2021 | $2,242,000 | +41.6% | 7,818 | +26.9% | 1.15% | +23.7% |
| Q1 2021 | $1,583,000 | +21.2% | 6,160 | +19.5% | 0.93% | +6.8% |
| Q4 2020 | $1,306,000 | +78.7% | 5,154 | +60.5% | 0.87% | +61.8% |
| Q3 2020 | $731,000 | +16.2% | 3,211 | +3.1% | 0.54% | +10.2% |
| Q2 2020 | $629,000 | +24.6% | 3,113 | -3.4% | 0.49% | +1.9% |
| Q1 2020 | $505,000 | +42.3% | 3,223 | +65.3% | 0.48% | +60.5% |
| Q4 2019 | $355,000 | – | 1,950 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
| Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
| Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
| Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
| Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
| Jentner Corp | 169,347 | $27,272,000 | 22.63% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
| Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
| INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
| McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |