VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,682,885 | -1.6% | 13,525 | +2.2% | 2.50% | -4.5% |
| Q2 2023 | $3,744,319 | +21.0% | 13,233 | +6.7% | 2.61% | +6.8% |
| Q1 2023 | $3,094,580 | +11.4% | 12,406 | -4.8% | 2.45% | -0.9% |
| Q4 2022 | $2,776,948 | +11.3% | 13,031 | +11.7% | 2.47% | +6.8% |
| Q3 2022 | $2,495,000 | +8.1% | 11,662 | +12.6% | 2.31% | +11.6% |
| Q2 2022 | $2,308,000 | -11.1% | 10,354 | +14.7% | 2.07% | -10.0% |
| Q1 2022 | $2,597,000 | +2.1% | 9,030 | +14.0% | 2.30% | +3.7% |
| Q4 2021 | $2,543,000 | +13.8% | 7,924 | +2.9% | 2.22% | +6.4% |
| Q3 2021 | $2,234,000 | +3.6% | 7,698 | +2.4% | 2.08% | +0.3% |
| Q2 2021 | $2,156,000 | +9.8% | 7,516 | -1.6% | 2.08% | +0.0% |
| Q1 2021 | $1,963,000 | -12.2% | 7,638 | -13.5% | 2.08% | -5.3% |
| Q4 2020 | $2,236,000 | – | 8,829 | – | 2.19% | – |
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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% |