VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,336,545 | -5.3% | 96,715 | -1.6% | 9.28% | -3.0% |
| Q2 2023 | $27,812,125 | +12.8% | 98,290 | -0.6% | 9.57% | +6.9% |
| Q1 2023 | $24,661,537 | +14.3% | 98,868 | -2.4% | 8.96% | +7.1% |
| Q4 2022 | $21,577,383 | +3.1% | 101,250 | +3.5% | 8.37% | +1.3% |
| Q3 2022 | $20,920,000 | -0.2% | 97,779 | +4.0% | 8.26% | +3.3% |
| Q2 2022 | $20,956,000 | -14.9% | 94,018 | +9.9% | 8.00% | -5.9% |
| Q1 2022 | $24,614,000 | -8.5% | 85,583 | +2.1% | 8.50% | -4.8% |
| Q4 2021 | $26,911,000 | +10.9% | 83,861 | +0.2% | 8.93% | +5.2% |
| Q3 2021 | $24,273,000 | +1.9% | 83,652 | +0.9% | 8.49% | +1.7% |
| Q2 2021 | $23,810,000 | +20.6% | 82,865 | +7.9% | 8.35% | +12.1% |
| Q1 2021 | $19,743,000 | – | 76,808 | – | 7.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
| Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
| Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
| Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
| Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
| Jentner Corp | 169,347 | $27,272,000 | 22.63% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
| Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
| INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
| McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |