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 | $571 | -3.7% | 2,098 | 0.0% | 0.27% | +12.9% |
| Q2 2023 | $593 | +13.4% | 2,098 | 0.0% | 0.24% | +13.7% |
| Q1 2023 | $523 | +13.9% | 2,098 | -2.6% | 0.21% | +7.1% |
| Q4 2022 | $459 | -99.9% | 2,154 | +9.8% | 0.20% | +7.7% |
| Q3 2022 | $420,000 | -9.3% | 1,962 | -5.5% | 0.18% | -0.5% |
| Q2 2022 | $463,000 | -17.9% | 2,076 | +5.8% | 0.18% | -3.2% |
| Q1 2022 | $564,000 | +18.2% | 1,962 | +4.3% | 0.19% | -14.0% |
| Q4 2021 | $477,000 | -21.3% | 1,882 | -9.8% | 0.22% | -0.9% |
| Q3 2021 | $606,000 | +1.2% | 2,087 | -0.0% | 0.22% | -12.5% |
| Q2 2021 | $599,000 | +22.2% | 2,088 | +9.5% | 0.26% | +22.6% |
| Q1 2021 | $490,000 | +2.7% | 1,906 | +1.3% | 0.21% | -5.9% |
| Q4 2020 | $477,000 | – | 1,882 | – | 0.22% | – |
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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% |