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 | $759,062 | -7.9% | 2,787 | -4.3% | 0.29% | -12.5% |
| Q2 2023 | $824,119 | +10.0% | 2,912 | -3.1% | 0.33% | +5.1% |
| Q1 2023 | $749,441 | -42.8% | 3,004 | -51.1% | 0.31% | -42.0% |
| Q4 2022 | $1,309,240 | +103.0% | 6,143 | +103.8% | 0.54% | +86.2% |
| Q3 2022 | $645,000 | -29.4% | 3,014 | -26.5% | 0.29% | -27.3% |
| Q2 2022 | $914,000 | -31.8% | 4,099 | -22.6% | 0.40% | -29.5% |
| Q1 2022 | $1,341,000 | +0.4% | 5,295 | +27.2% | 0.57% | +6.2% |
| Q4 2021 | $1,336,000 | -15.5% | 4,162 | -23.7% | 0.53% | -20.4% |
| Q3 2021 | $1,582,000 | -1.1% | 5,453 | -2.3% | 0.67% | -1.2% |
| Q2 2021 | $1,600,000 | -0.1% | 5,579 | -10.5% | 0.68% | -4.2% |
| Q1 2021 | $1,602,000 | – | 6,232 | – | 0.71% | – |
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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% |