VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $771,346 | +0.8% | 2,833 | +4.7% | 0.32% | +3.5% |
| Q2 2023 | $765,520 | +14.7% | 2,705 | +1.1% | 0.31% | +12.1% |
| Q1 2023 | $667,548 | +12.0% | 2,676 | -4.3% | 0.28% | +7.3% |
| Q4 2022 | $595,840 | -11.3% | 2,796 | -10.9% | 0.26% | -17.9% |
| Q3 2022 | $672,000 | -14.9% | 3,139 | -11.5% | 0.32% | -13.4% |
| Q2 2022 | $790,000 | -39.0% | 3,545 | -12.1% | 0.37% | -36.8% |
| Q1 2022 | $1,295,000 | 0.0% | 4,034 | 0.0% | 0.58% | 0.0% |
| Q4 2021 | $1,295,000 | +27.2% | 4,034 | +15.0% | 0.58% | +1.4% |
| Q3 2021 | $1,018,000 | -1.5% | 3,507 | -2.7% | 0.57% | -5.0% |
| Q2 2021 | $1,033,000 | +13.9% | 3,603 | +8.2% | 0.60% | +2.4% |
| Q1 2021 | $907,000 | – | 3,331 | – | 0.59% | – |
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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% |