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 ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
| Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
| Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
| Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
| Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
| Jentner Corp | 169,347 | $27,272,000 | 22.63% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
| Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
| INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
| McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |