VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,039,952 | -12.0% | 3,819 | -8.5% | 0.24% | -7.3% |
| Q2 2023 | $1,181,358 | +13.4% | 4,175 | 0.0% | 0.26% | +14.5% |
| Q1 2023 | $1,041,412 | +14.7% | 4,175 | -2.0% | 0.23% | +16.4% |
| Q4 2022 | $907,849 | +14.6% | 4,260 | +15.0% | 0.20% | -0.5% |
| Q3 2022 | $792,000 | -7.2% | 3,703 | -3.2% | 0.20% | -1.5% |
| Q2 2022 | $853,000 | – | 3,825 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cable Hill Partners, LLC | 363,655 | $38,966,000 | 29.83% |
| Permanens Capital L.P. | 244,786 | $25,607,000 | 25.23% |
| INR ADVISORY SERVICES LLC | 1,033,330 | $108,097,000 | 19.01% |
| VISTA CAPITAL PARTNERS, INC. | 534,436 | $55,907,000 | 17.30% |
| Edelman Financial Services, LLC | 10,260,112 | $1,073,310,000 | 16.74% |
| IBBOTSON ASSOCIATES INC | 184,456 | $19,296,000 | 14.90% |
| Waverly Advisors, LLC | 279,887 | $29,279,000 | 14.81% |
| INSPIRION WEALTH ADVISORS, LLC | 175,172 | $18,325,000 | 14.75% |
| Financial Planning & Information Services, Inc. | 189,900 | $19,865,000 | 12.81% |
| Noven Financial Group, Inc. | 167,726 | $17,546,000 | 12.64% |