VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,853,465 | -3.1% | 6,806 | +0.7% | 1.10% | -2.6% |
| Q2 2023 | $1,912,937 | +13.4% | 6,760 | 0.0% | 1.13% | +5.1% |
| Q1 2023 | $1,686,327 | +15.5% | 6,760 | -1.3% | 1.08% | +7.6% |
| Q4 2022 | $1,459,900 | +31.6% | 6,850 | +32.1% | 1.00% | +18.7% |
| Q3 2022 | $1,109,000 | -4.1% | 5,184 | 0.0% | 0.84% | +0.7% |
| Q2 2022 | $1,156,000 | -22.5% | 5,184 | 0.0% | 0.84% | -10.4% |
| Q1 2022 | $1,491,000 | -10.4% | 5,184 | 0.0% | 0.94% | -11.7% |
| Q4 2021 | $1,664,000 | +9.6% | 5,184 | -0.9% | 1.06% | -1.0% |
| Q3 2021 | $1,518,000 | +1.0% | 5,231 | -0.2% | 1.07% | -1.2% |
| Q2 2021 | $1,503,000 | +11.3% | 5,240 | -0.2% | 1.08% | -10.8% |
| Q1 2021 | $1,350,000 | +13.8% | 5,251 | +12.1% | 1.22% | +3.7% |
| Q4 2020 | $1,186,000 | – | 4,683 | – | 1.17% | – |
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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% |