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 | $941,002 | -18.4% | 3,456 | -15.2% | 0.14% | -5.4% |
| Q2 2023 | $1,153,284 | +26.2% | 4,076 | +11.2% | 0.15% | +24.2% |
| Q1 2023 | $913,858 | +16.3% | 3,664 | -0.7% | 0.12% | +10.1% |
| Q4 2022 | $786,054 | +15.8% | 3,688 | +16.2% | 0.11% | 0.0% |
| Q3 2022 | $679,000 | -5.0% | 3,175 | -1.0% | 0.11% | -0.9% |
| Q2 2022 | $715,000 | -26.1% | 3,206 | -4.7% | 0.11% | -15.4% |
| Q1 2022 | $968,000 | -5.5% | 3,365 | +5.5% | 0.13% | -4.4% |
| Q4 2021 | $1,024,000 | +6.6% | 3,190 | +1.9% | 0.14% | +4.6% |
| Q3 2021 | $961,000 | +9.3% | 3,131 | +2.1% | 0.13% | +7.4% |
| Q2 2021 | $879,000 | +14.3% | 3,066 | +2.5% | 0.12% | +6.1% |
| Q1 2021 | $769,000 | +0.4% | 2,991 | -1.1% | 0.11% | -13.6% |
| Q4 2020 | $766,000 | – | 3,023 | – | 0.13% | – |
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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% |