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 | $3,057,692 | -5.0% | 11,229 | -1.2% | 0.76% | +0.8% |
| Q2 2023 | $3,217,020 | +15.9% | 11,369 | +2.2% | 0.75% | +10.2% |
| Q1 2023 | $2,775,634 | +17.1% | 11,127 | +0.0% | 0.68% | +7.2% |
| Q4 2022 | $2,371,153 | -7.1% | 11,126 | -6.7% | 0.64% | -16.9% |
| Q3 2022 | $2,552,000 | -5.0% | 11,929 | -1.0% | 0.77% | -2.9% |
| Q2 2022 | $2,686,000 | -20.6% | 12,054 | +2.5% | 0.79% | -4.1% |
| Q1 2022 | $3,383,000 | -11.1% | 11,765 | -0.3% | 0.82% | -10.5% |
| Q4 2021 | $3,806,000 | +11.1% | 11,804 | +0.0% | 0.92% | +5.1% |
| Q3 2021 | $3,425,000 | +1.1% | 11,803 | -0.1% | 0.88% | +0.8% |
| Q2 2021 | $3,387,000 | +5.9% | 11,811 | -5.1% | 0.87% | -2.8% |
| Q1 2021 | $3,198,000 | -3.2% | 12,442 | +0.2% | 0.90% | -0.4% |
| Q4 2020 | $3,303,000 | – | 12,415 | – | 0.90% | – |
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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% |