VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 755 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,768 | +10.2% | 2,298 | +14.5% | 0.14% | +13.7% |
| Q2 2023 | $567,901 | +13.4% | 2,007 | 0.0% | 0.12% | +8.8% |
| Q1 2023 | $500,626 | +17.0% | 2,007 | 0.0% | 0.11% | +11.8% |
| Q4 2022 | $427,712 | -0.3% | 2,007 | 0.0% | 0.10% | -3.8% |
| Q3 2022 | $429,000 | +13.2% | 2,007 | +17.9% | 0.11% | +20.5% |
| Q2 2022 | $379,000 | -22.5% | 1,702 | 0.0% | 0.09% | -7.4% |
| Q1 2022 | $489,000 | -10.4% | 1,702 | 0.0% | 0.10% | -6.9% |
| Q4 2021 | $546,000 | +2.4% | 1,702 | -7.3% | 0.10% | -2.9% |
| Q3 2021 | $533,000 | +1.1% | 1,837 | 0.0% | 0.10% | +5.0% |
| Q2 2021 | $527,000 | +11.7% | 1,837 | 0.0% | 0.10% | +4.2% |
| Q1 2021 | $472,000 | +1.5% | 1,837 | 0.0% | 0.10% | -5.0% |
| Q4 2020 | $465,000 | +11.2% | 1,837 | 0.0% | 0.10% | -1.0% |
| Q3 2020 | $418,000 | +12.7% | 1,837 | 0.0% | 0.10% | +4.1% |
| Q2 2020 | $371,000 | +28.8% | 1,837 | 0.0% | 0.10% | +12.6% |
| Q1 2020 | $288,000 | -14.0% | 1,837 | 0.0% | 0.09% | +7.4% |
| Q4 2019 | $335,000 | +9.8% | 1,837 | 0.0% | 0.08% | +2.5% |
| Q3 2019 | $305,000 | +1.7% | 1,837 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $300,000 | +4.5% | 1,837 | 0.0% | 0.08% | -2.5% |
| Q1 2019 | $287,000 | +16.2% | 1,837 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $247,000 | -16.6% | 1,837 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $296,000 | +5.0% | 1,837 | -2.3% | 0.08% | -3.6% |
| Q2 2018 | $282,000 | +8.0% | 1,880 | +2.3% | 0.08% | -3.4% |
| Q1 2018 | $261,000 | +1.2% | 1,837 | 0.0% | 0.09% | +4.8% |
| Q4 2017 | $258,000 | +5.7% | 1,837 | 0.0% | 0.08% | -1.2% |
| Q3 2017 | $244,000 | +4.7% | 1,837 | 0.0% | 0.08% | -2.3% |
| Q2 2017 | $233,000 | +4.0% | 1,837 | 0.0% | 0.09% | -1.1% |
| Q1 2017 | $224,000 | +9.3% | 1,837 | 0.0% | 0.09% | +1.2% |
| Q4 2016 | $205,000 | -0.5% | 1,837 | 0.0% | 0.09% | -7.5% |
| Q3 2016 | $206,000 | – | 1,837 | – | 0.09% | – |
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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% |