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 | $130,436 | -5.9% | 479 | -2.2% | 0.04% | -12.5% |
| Q2 2023 | $138,650 | -13.1% | 490 | -23.4% | 0.04% | -16.7% |
| Q1 2023 | $159,642 | +55.0% | 640 | +32.8% | 0.05% | +45.5% |
| Q4 2022 | $103,003 | -4.8% | 482 | -0.8% | 0.03% | -5.7% |
| Q3 2022 | $108,252 | +30.2% | 486 | +30.3% | 0.04% | +29.6% |
| Q2 2022 | $83,138 | +172.7% | 373 | +248.6% | 0.03% | +170.0% |
| Q1 2022 | $30,486 | +170.1% | 107 | +205.7% | 0.01% | +150.0% |
| Q4 2021 | $11,287 | +2.7% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,995 | +9.5% | 35 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $10,038 | +11.6% | 35 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $8,996 | +1.5% | 35 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $8,867 | – | 35 | – | 0.01% | – |
Download | ||||||
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% |