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 | $378,311 | -1.3% | 1,389 | +2.5% | 0.27% | +1.9% |
| Q2 2023 | $383,453 | +16.4% | 1,355 | +2.6% | 0.27% | +11.8% |
| Q1 2023 | $329,529 | +34.9% | 1,321 | +15.3% | 0.24% | +30.1% |
| Q4 2022 | $244,224 | +3.9% | 1,146 | +4.2% | 0.18% | -5.7% |
| Q3 2022 | $235,000 | -61.1% | 1,100 | -47.6% | 0.19% | +42.6% |
| Q1 2022 | $604,000 | +28.8% | 2,100 | +43.8% | 0.14% | +3.8% |
| Q4 2021 | $469,000 | +10.6% | 1,460 | 0.0% | 0.13% | -2.2% |
| Q3 2021 | $424,000 | +96.3% | 1,460 | +93.9% | 0.13% | -16.2% |
| Q2 2021 | $216,000 | -14.6% | 753 | -23.0% | 0.16% | -22.7% |
| Q1 2021 | $253,000 | +2.8% | 978 | +0.7% | 0.21% | -5.0% |
| Q4 2020 | $246,000 | – | 971 | – | 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% |