VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,696 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $976,183 | +11.9% | 2,610 | +3.0% | 0.36% | +7.1% |
| Q1 2024 | $872,218 | +2.6% | 2,534 | -7.4% | 0.34% | +2.1% |
| Q4 2023 | $850,529 | +10.3% | 2,736 | -3.4% | 0.33% | +1.5% |
| 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 ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 281,221 | $46,761,356 | 34.72% |
| Permanens Capital L.P. | 518,897 | $86,282,000 | 24.14% |
| Jentner Corp | 175,370 | $29,161,000 | 23.80% |
| Peninsula Wealth, LLC | 270,255 | $44,934,000 | 22.45% |
| Merit Financial Group, LLC | 1,152,379 | $191,618,000 | 20.95% |
| Mosaic Family Wealth, LLC | 298,040 | $49,558,000 | 20.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 94,149 | $15,655,000 | 16.73% |
| McIlrath & Eck, LLC | 186,577 | $31,024,000 | 16.38% |
| Cable Hill Partners, LLC | 294,683 | $49,000,000 | 16.06% |
| Cornerstone Management, Inc. | 207,874 | $34,565,289 | 15.83% |