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 | $2,631,250 | -4.2% | 9,663 | -0.5% | 3.76% | -2.0% |
| Q2 2023 | $2,747,071 | -1.9% | 9,708 | -13.5% | 3.84% | +40.2% |
| Q1 2023 | $2,799,117 | +10.9% | 11,222 | -5.3% | 2.74% | +15.4% |
| Q4 2022 | $2,524,635 | +1.5% | 11,847 | +1.9% | 2.37% | +42.1% |
| Q3 2022 | $2,488,000 | -20.5% | 11,628 | -17.2% | 1.67% | -41.1% |
| Q2 2022 | $3,129,000 | -7.5% | 14,041 | +21.4% | 2.83% | +9.6% |
| Q1 2022 | $3,381,000 | -14.8% | 11,563 | -6.0% | 2.58% | -10.9% |
| Q4 2021 | $3,966,000 | – | 12,299 | – | 2.90% | – |
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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% |