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 | $2,504,151 | -6.4% | 8,923 | -3.6% | 0.79% | -5.9% |
| Q2 2023 | $2,676,420 | +12.8% | 9,254 | -3.7% | 0.84% | +2.1% |
| Q1 2023 | $2,373,427 | +11.9% | 9,605 | -1.3% | 0.82% | +4.7% |
| Q4 2022 | $2,121,456 | +2.3% | 9,734 | +16.8% | 0.78% | -9.7% |
| Q3 2022 | $2,074,000 | +97.0% | 8,332 | +84.2% | 0.86% | +51.2% |
| Q2 2022 | $1,053,000 | +93.6% | 4,524 | +139.0% | 0.57% | +134.4% |
| Q1 2022 | $544,000 | -9.9% | 1,893 | -2.8% | 0.24% | -50.6% |
| Q4 2021 | $604,000 | +8.8% | 1,948 | +3.4% | 0.49% | +2.3% |
| Q3 2021 | $555,000 | +9.7% | 1,884 | +6.8% | 0.48% | +8.5% |
| Q2 2021 | $506,000 | – | 1,764 | – | 0.44% | – |
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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% |