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 | $14,243,692 | -4.1% | 52,306 | -0.4% | 6.05% | -0.4% |
| Q2 2023 | $14,854,240 | +13.4% | 52,496 | 0.0% | 6.07% | +6.2% |
| Q1 2023 | $13,094,577 | +18.8% | 52,496 | +1.5% | 5.72% | +12.2% |
| Q4 2022 | $11,020,110 | -0.5% | 51,711 | -0.1% | 5.09% | -10.8% |
| Q3 2022 | $11,076,598 | -4.2% | 51,772 | -0.2% | 5.71% | -1.1% |
| Q2 2022 | $11,559,722 | -22.5% | 51,863 | -0.0% | 5.77% | -10.3% |
| Q1 2022 | $14,922,385 | -10.9% | 51,886 | -0.6% | 6.44% | -4.4% |
| Q4 2021 | $16,751,589 | – | 52,202 | – | 6.73% | – |
Download | ||||||
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% |