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 | $1,284,335 | +2.9% | 4,716 | +6.9% | 0.25% | +1.6% |
| Q2 2023 | $1,248,133 | +21.3% | 4,411 | +6.9% | 0.25% | +11.2% |
| Q1 2023 | $1,029,186 | +15.9% | 4,126 | -1.0% | 0.22% | +9.3% |
| Q4 2022 | $887,862 | -4.8% | 4,166 | -4.5% | 0.20% | -14.6% |
| Q3 2022 | $933,000 | -2.8% | 4,362 | +1.3% | 0.24% | -1.6% |
| Q2 2022 | $960,000 | -22.1% | 4,307 | +0.5% | 0.24% | -18.1% |
| Q1 2022 | $1,233,000 | -12.8% | 4,287 | -2.7% | 0.30% | +1.0% |
| Q4 2021 | $1,414,000 | +20.0% | 4,407 | +8.5% | 0.30% | +5.4% |
| Q3 2021 | $1,178,000 | +17.3% | 4,061 | +16.0% | 0.28% | -18.6% |
| Q2 2021 | $1,004,000 | +14.9% | 3,500 | +2.9% | 0.34% | +7.5% |
| Q1 2021 | $874,000 | +1.5% | 3,402 | +0.1% | 0.32% | -19.2% |
| Q4 2020 | $861,000 | – | 3,400 | – | 0.40% | – |
Download | ||||||
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% |