VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,366,044 | -5.6% | 23,378 | -1.9% | 3.56% | -17.1% |
| Q2 2023 | $6,745,203 | +14.8% | 23,838 | +1.2% | 4.30% | +11.5% |
| Q1 2023 | $5,873,123 | +17.3% | 23,545 | +0.3% | 3.86% | +13.6% |
| Q4 2022 | $5,005,000 | +46.8% | 23,486 | +47.3% | 3.39% | +22.6% |
| Q3 2022 | $3,410,000 | +12.4% | 15,939 | +17.1% | 2.77% | +8.3% |
| Q2 2022 | $3,035,000 | -17.3% | 13,615 | +6.7% | 2.55% | -4.6% |
| Q1 2022 | $3,670,000 | -7.7% | 12,759 | +3.0% | 2.68% | -8.5% |
| Q4 2021 | $3,975,000 | – | 12,388 | – | 2.92% | – |
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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% |