VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,728,525 | -3.7% | 21,037 | +0.1% | 4.45% | -0.8% |
| Q2 2023 | $5,946,907 | +12.5% | 21,017 | -0.8% | 4.49% | +6.7% |
| Q1 2023 | $5,283,832 | +16.6% | 21,183 | -0.4% | 4.21% | +12.2% |
| Q4 2022 | $4,533,442 | -6.6% | 21,273 | -6.3% | 3.75% | -20.2% |
| Q3 2022 | $4,855,000 | -13.1% | 22,692 | -9.5% | 4.70% | -6.8% |
| Q2 2022 | $5,588,000 | -22.5% | 25,071 | -0.0% | 5.04% | -16.2% |
| Q1 2022 | $7,211,000 | -10.3% | 25,072 | +0.1% | 6.02% | -6.1% |
| Q4 2021 | $8,038,000 | +8.3% | 25,047 | -2.0% | 6.41% | +2.3% |
| Q3 2021 | $7,420,000 | +1.4% | 25,571 | +0.2% | 6.27% | +1.5% |
| Q2 2021 | $7,318,000 | +10.1% | 25,515 | -1.3% | 6.17% | +3.5% |
| Q1 2021 | $6,647,000 | +1.2% | 25,861 | -0.3% | 5.96% | +6.2% |
| Q4 2020 | $6,571,000 | – | 25,939 | – | 5.62% | – |
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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% |