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 | $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% | – |
Download | ||||||
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% |