VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,056,874 | +28.6% | 4,237 | +9.8% | 0.59% | +35.7% |
| Q4 2022 | $822,083 | -22.6% | 3,858 | -22.2% | 0.44% | -16.1% |
| Q3 2022 | $1,062,000 | -6.7% | 4,962 | -2.8% | 0.52% | +17.3% |
| Q2 2022 | $1,138,000 | -68.3% | 5,106 | -59.1% | 0.44% | -67.4% |
| Q1 2022 | $3,589,000 | -69.9% | 12,480 | -66.4% | 1.36% | -71.8% |
| Q4 2021 | $11,924,000 | +7.1% | 37,158 | -3.2% | 4.82% | -4.4% |
| Q3 2021 | $11,135,000 | -0.4% | 38,374 | -1.6% | 5.04% | -6.6% |
| Q2 2021 | $11,180,000 | -7.8% | 38,981 | -17.4% | 5.40% | -23.2% |
| Q1 2021 | $12,129,000 | +2.0% | 47,189 | +0.6% | 7.03% | -6.7% |
| Q4 2020 | $11,887,000 | – | 46,922 | – | 7.53% | – |
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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% |