VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,649 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,110,785 | +5.8% | 5,644 | -2.6% | 1.18% | +4.7% |
| Q1 2024 | $1,994,177 | +10.9% | 5,794 | +0.2% | 1.12% | +3.3% |
| Q4 2023 | $1,797,993 | +71.1% | 5,784 | +49.9% | 1.09% | +52.8% |
| Q3 2023 | $1,050,570 | +29.8% | 3,858 | +34.8% | 0.71% | +34.1% |
| Q2 2023 | $809,519 | +12.5% | 2,861 | -0.9% | 0.53% | +2.9% |
| Q1 2023 | $719,830 | +17.1% | 2,886 | 0.0% | 0.52% | +10.5% |
| Q4 2022 | $614,962 | -0.3% | 2,886 | 0.0% | 0.47% | -5.1% |
| Q3 2022 | $617,000 | -5.9% | 2,886 | -2.0% | 0.49% | +0.2% |
| Q2 2022 | $656,000 | -23.1% | 2,945 | -0.7% | 0.49% | -14.8% |
| Q1 2022 | $853,000 | -14.1% | 2,965 | -4.1% | 0.58% | -4.2% |
| Q4 2021 | $993,000 | +6.9% | 3,093 | -3.4% | 0.60% | -19.0% |
| Q3 2021 | $929,000 | -1.5% | 3,203 | -2.6% | 0.74% | +14.3% |
| Q2 2021 | $943,000 | +11.6% | 3,288 | 0.0% | 0.65% | +2.0% |
| Q1 2021 | $845,000 | -11.5% | 3,288 | -12.8% | 0.64% | -16.4% |
| Q4 2020 | $955,000 | +10.0% | 3,769 | -1.2% | 0.76% | -3.2% |
| Q3 2020 | $868,000 | +8.8% | 3,815 | -3.4% | 0.79% | -0.8% |
| Q2 2020 | $798,000 | +27.3% | 3,949 | -1.4% | 0.79% | +6.6% |
| Q1 2020 | $627,000 | -14.0% | 4,004 | +0.0% | 0.74% | +4.4% |
| Q4 2019 | $729,000 | – | 4,003 | – | 0.71% | – |
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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% |