VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,847 | -12.1% | 1,145 | -9.0% | 0.10% | -16.1% |
| Q2 2023 | $356,084 | +37.6% | 1,258 | +20.8% | 0.12% | +19.2% |
| Q1 2023 | $258,707 | +12.4% | 1,041 | -3.6% | 0.10% | +2.0% |
| Q4 2022 | $230,125 | -19.5% | 1,080 | -14.7% | 0.10% | -27.7% |
| Q3 2022 | $286,000 | +1.4% | 1,266 | +1.0% | 0.14% | -6.0% |
| Q2 2022 | $282,000 | -23.4% | 1,254 | 0.0% | 0.15% | -19.8% |
| Q1 2022 | $368,000 | -8.0% | 1,254 | +0.1% | 0.19% | +2.2% |
| Q4 2021 | $400,000 | +11.1% | 1,253 | 0.0% | 0.18% | +0.5% |
| Q3 2021 | $360,000 | -1.1% | 1,253 | 0.0% | 0.18% | -1.6% |
| Q2 2021 | $364,000 | -19.8% | 1,253 | -24.6% | 0.18% | -21.3% |
| Q1 2021 | $454,000 | +4.4% | 1,662 | -1.0% | 0.24% | -12.3% |
| Q4 2020 | $435,000 | – | 1,679 | – | 0.27% | – |
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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% |