VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,074,158 | -3.7% | 3,945 | -0.1% | 0.28% | -3.4% |
| Q2 2023 | $1,115,551 | +31.0% | 3,948 | +15.4% | 0.30% | +23.4% |
| Q1 2023 | $851,624 | +16.8% | 3,421 | 0.0% | 0.24% | +9.6% |
| Q4 2022 | $729,278 | +7.4% | 3,421 | +8.0% | 0.22% | -0.5% |
| Q3 2022 | $679,000 | +64.8% | 3,167 | +71.6% | 0.22% | +69.8% |
| Q2 2022 | $412,000 | +5.1% | 1,846 | +36.5% | 0.13% | -33.2% |
| Q3 2021 | $392,000 | +1.3% | 1,352 | 0.0% | 0.19% | +35.9% |
| Q2 2021 | $387,000 | +3.5% | 1,352 | -7.1% | 0.14% | -2.1% |
| Q1 2021 | $374,000 | – | 1,456 | – | 0.14% | – |
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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% |