VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $788,610 | -3.9% | 2,896 | -0.1% | 0.30% | +1.0% |
| Q2 2023 | $820,301 | +13.4% | 2,899 | 0.0% | 0.30% | +6.9% |
| Q1 2023 | $723,127 | +9.5% | 2,899 | -6.5% | 0.28% | +2.6% |
| Q4 2022 | $660,428 | -1.7% | 3,099 | -1.4% | 0.27% | -11.2% |
| Q3 2022 | $672,000 | -5.0% | 3,143 | -0.9% | 0.30% | -4.7% |
| Q2 2022 | $707,000 | -21.0% | 3,172 | +1.9% | 0.32% | -12.1% |
| Q1 2022 | $895,000 | -13.3% | 3,112 | -3.2% | 0.36% | -20.6% |
| Q4 2021 | $1,032,000 | – | 3,216 | – | 0.46% | – |
Download | ||||||
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% |