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 | $11,186,192 | -7.9% | 41,079 | -68.1% | 6.38% | +2.4% |
| Q2 2023 | $12,143,252 | +13.6% | 128,745 | +200.4% | 6.23% | -5.8% |
| Q1 2023 | $10,690,585 | +17.3% | 42,858 | +0.2% | 6.61% | -4.5% |
| Q4 2022 | $9,114,882 | +11.7% | 42,771 | +12.1% | 6.92% | +5.3% |
| Q3 2022 | $8,163,000 | -14.4% | 38,152 | -10.8% | 6.57% | -10.0% |
| Q2 2022 | $9,536,000 | -22.5% | 42,785 | +0.1% | 7.30% | +2.8% |
| Q1 2022 | $12,298,000 | +1.8% | 42,762 | +13.5% | 7.10% | -2.7% |
| Q4 2021 | $12,086,000 | +13.8% | 37,662 | +2.9% | 7.30% | -5.4% |
| Q3 2021 | $10,625,000 | -0.3% | 36,618 | -1.5% | 7.72% | -2.7% |
| Q2 2021 | $10,661,000 | +10.6% | 37,172 | -0.9% | 7.93% | -0.1% |
| Q1 2021 | $9,637,000 | – | 37,491 | – | 7.93% | – |
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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% |