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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $378,962 | +14.7% | 1,214 | 0.0% | 0.17% | +5.5% |
| Q3 2023 | $330,256 | -2.5% | 1,214 | 0.0% | 0.16% | -16.8% |
| Q2 2023 | $338,572 | +13.8% | 1,214 | 0.0% | 0.20% | +10.7% |
| Q1 2023 | $297,454 | +114305.4% | 1,214 | -0.1% | 0.18% | +19.5% |
| Q4 2022 | $260 | -99.9% | 1,215 | 0.0% | 0.15% | -5.1% |
| Q3 2022 | $264,000 | -24.4% | 1,215 | +0.1% | 0.16% | -29.9% |
| Q1 2022 | $349,000 | – | 1,214 | – | 0.22% | – |
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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% |