VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,168,599 | -48.2% | 11,636 | -46.2% | 2.69% | -42.3% |
| Q2 2023 | $6,122,123 | -33.0% | 21,636 | -40.9% | 4.66% | -25.8% |
| Q1 2023 | $9,138,484 | -17.0% | 36,636 | -29.0% | 6.29% | -28.9% |
| Q4 2022 | $11,004,148 | -22.8% | 51,636 | -22.5% | 8.85% | -26.8% |
| Q3 2022 | $14,257,000 | -21.6% | 66,636 | -18.4% | 12.08% | -21.7% |
| Q2 2022 | $18,196,000 | -37.8% | 81,636 | -19.7% | 15.44% | -15.6% |
| Q1 2022 | $29,231,000 | -1.1% | 101,636 | 0.0% | 18.30% | +3.1% |
| Q4 2021 | $29,545,000 | +0.2% | 101,636 | 0.0% | 17.75% | -2.6% |
| Q3 2021 | $29,492,000 | +1.2% | 101,636 | 0.0% | 18.22% | +12.5% |
| Q2 2021 | $29,150,000 | +11.6% | 101,636 | 0.0% | 16.20% | +7.7% |
| Q1 2021 | $26,125,000 | -10.4% | 101,636 | -11.7% | 15.04% | -23.2% |
| Q4 2020 | $29,156,000 | – | 115,086 | – | 19.60% | – |
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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% |