VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,226,803 | +17.0% | 13,596 | +2.5% | 1.98% | -7.1% |
| Q3 2023 | $3,612,261 | +1.5% | 13,265 | +5.4% | 2.14% | -4.3% |
| Q2 2023 | $3,560,274 | -17.5% | 12,582 | -27.3% | 2.23% | -25.2% |
| Q1 2023 | $4,316,622 | +17.5% | 17,305 | +0.4% | 2.98% | -0.1% |
| Q4 2022 | $3,674,922 | +140.7% | 17,244 | +141.6% | 2.99% | +159.1% |
| Q3 2022 | $1,527,000 | -28.2% | 7,137 | -25.3% | 1.15% | -23.4% |
| Q2 2022 | $2,128,000 | -27.8% | 9,549 | -6.8% | 1.51% | +2.2% |
| Q1 2022 | $2,948,000 | -14.2% | 10,251 | -4.3% | 1.47% | -0.4% |
| Q4 2021 | $3,436,000 | +17.6% | 10,707 | +6.3% | 1.48% | +18.2% |
| Q3 2021 | $2,922,000 | +8.0% | 10,069 | +6.7% | 1.25% | -16.4% |
| Q2 2021 | $2,705,000 | +23.1% | 9,433 | +10.4% | 1.50% | -3.0% |
| Q1 2021 | $2,197,000 | +3.4% | 8,547 | +1.9% | 1.54% | -17.1% |
| Q4 2020 | $2,124,000 | +9.8% | 8,386 | -1.3% | 1.86% | -0.9% |
| Q3 2020 | $1,934,000 | – | 8,496 | – | 1.88% | – |
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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% |