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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,690 | -6.1% | 6,158 | -0.2% | 0.82% | -0.8% |
| Q2 2023 | $1,800 | -99.9% | 6,169 | -7.6% | 0.83% | +1.0% |
| Q1 2023 | $1,664,763 | +23.5% | 6,674 | +5.5% | 0.82% | +13.0% |
| Q4 2022 | $1,347,708 | +161.2% | 6,324 | +162.0% | 0.73% | +126.4% |
| Q3 2022 | $516,000 | -3.7% | 2,414 | +0.4% | 0.32% | +0.3% |
| Q2 2022 | $536,000 | -22.0% | 2,404 | +0.6% | 0.32% | -10.3% |
| Q1 2022 | $687,000 | -10.4% | 2,389 | -0.1% | 0.36% | -8.0% |
| Q4 2021 | $767,000 | +7.4% | 2,391 | -2.8% | 0.39% | -4.7% |
| Q3 2021 | $714,000 | +7.2% | 2,461 | +6.0% | 0.41% | +4.1% |
| Q2 2021 | $666,000 | +11.0% | 2,321 | -0.6% | 0.39% | 0.0% |
| Q1 2021 | $600,000 | +29.6% | 2,335 | +27.7% | 0.39% | +8.0% |
| Q4 2020 | $463,000 | – | 1,828 | – | 0.36% | – |
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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% |