VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,086,104 | +15.8% | 40,711 | +20.3% | 1.68% | +21.1% |
| Q2 2023 | $9,572,839 | +8.3% | 33,831 | -4.5% | 1.38% | +0.8% |
| Q1 2023 | $8,839,198 | +16.3% | 35,436 | -0.6% | 1.37% | +10.0% |
| Q4 2022 | $7,599,798 | -5.6% | 35,661 | -5.2% | 1.25% | -12.7% |
| Q3 2022 | $8,049,000 | -12.7% | 37,621 | -9.0% | 1.43% | -9.6% |
| Q2 2022 | $9,219,000 | -23.2% | 41,362 | -0.9% | 1.58% | -14.0% |
| Q1 2022 | $12,008,000 | -9.4% | 41,754 | +1.1% | 1.84% | -8.0% |
| Q4 2021 | $13,254,000 | +11.0% | 41,304 | +0.4% | 2.00% | +2.8% |
| Q3 2021 | $11,936,000 | -0.3% | 41,135 | -1.4% | 1.94% | +0.9% |
| Q2 2021 | $11,969,000 | +19.0% | 41,730 | +6.6% | 1.92% | +12.4% |
| Q1 2021 | $10,060,000 | +19.7% | 39,138 | +18.0% | 1.71% | +11.5% |
| Q4 2020 | $8,403,000 | – | 33,168 | – | 1.54% | – |
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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% |