VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,018,289 | +27.8% | 3,739 | +32.8% | 0.38% | +1.3% |
| Q2 2023 | $796,676 | -25.6% | 2,816 | -34.4% | 0.38% | -12.7% |
| Q1 2023 | $1,070,254 | +20.1% | 4,291 | +2.7% | 0.43% | +16.1% |
| Q4 2022 | $890,850 | +78.2% | 4,180 | +78.9% | 0.37% | +58.3% |
| Q3 2022 | $500,000 | +13.6% | 2,337 | +18.5% | 0.24% | +14.6% |
| Q2 2022 | $440,000 | +14.0% | 1,972 | +47.1% | 0.20% | +25.8% |
| Q1 2022 | $386,000 | -10.2% | 1,341 | +0.1% | 0.16% | -5.2% |
| Q4 2021 | $430,000 | +10.8% | 1,340 | +0.1% | 0.17% | -3.4% |
| Q3 2021 | $388,000 | -11.0% | 1,338 | -12.0% | 0.18% | -9.6% |
| Q2 2021 | $436,000 | +1.4% | 1,521 | -10.4% | 0.20% | -14.7% |
| Q4 2020 | $430,000 | – | 1,697 | – | 0.23% | – |
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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% |