VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,153,726 | +55.0% | 15,253 | +61.1% | 1.02% | +57.0% |
| Q2 2023 | $2,679,748 | -8.9% | 9,470 | -19.7% | 0.65% | -11.4% |
| Q1 2023 | $2,942,483 | -70.3% | 11,796 | -74.6% | 0.74% | -75.2% |
| Q4 2022 | $9,910,378 | -27.6% | 46,503 | -27.3% | 2.96% | -58.6% |
| Q3 2022 | $13,679,000 | +6.4% | 63,935 | +10.9% | 7.15% | +52.5% |
| Q2 2022 | $12,853,000 | -30.0% | 57,665 | -9.6% | 4.69% | -34.6% |
| Q1 2022 | $18,352,000 | -3.7% | 63,812 | +7.5% | 7.17% | -3.5% |
| Q4 2021 | $19,051,000 | – | 59,366 | – | 7.43% | – |
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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% |