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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $701,651 | -3.6% | 2,577 | +0.2% | 0.58% | +1.2% |
| Q2 2023 | $727,490 | +8.6% | 2,571 | -4.3% | 0.57% | +3.1% |
| Q1 2023 | $669,996 | +22.0% | 2,686 | +4.2% | 0.55% | +20.7% |
| Q4 2022 | $549,184 | +33.3% | 2,577 | +33.9% | 0.46% | +19.6% |
| Q3 2022 | $412,000 | -10.0% | 1,925 | -6.3% | 0.38% | -3.3% |
| Q2 2022 | $458,000 | -22.8% | 2,054 | -0.5% | 0.40% | -11.6% |
| Q1 2022 | $593,000 | -10.6% | 2,064 | 0.0% | 0.45% | -9.3% |
| Q4 2021 | $663,000 | – | 2,064 | – | 0.49% | – |
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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% |