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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,253,880 | +57.4% | 7,250 | +37.8% | 1.31% | +34.6% |
| Q3 2023 | $1,432,351 | +20.7% | 5,260 | +25.4% | 0.97% | +34.9% |
| Q2 2023 | $1,186,734 | +75.8% | 4,194 | +54.9% | 0.72% | +62.9% |
| Q1 2023 | $675,234 | +82.9% | 2,707 | +56.3% | 0.44% | +69.3% |
| Q4 2022 | $369,107 | +15.7% | 1,732 | +16.2% | 0.26% | +7.4% |
| Q3 2022 | $319,000 | +11.5% | 1,490 | +50.1% | 0.24% | +35.8% |
| Q1 2022 | $286,000 | +9.2% | 993 | +21.4% | 0.18% | +9.8% |
| Q4 2021 | $262,000 | – | 818 | – | 0.16% | – |
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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% |