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 | $11,476,136 | +7.1% | 42,144 | +11.3% | 5.88% | +9.2% |
| Q2 2023 | $10,712,927 | +18.7% | 37,860 | +4.6% | 5.39% | +9.4% |
| Q1 2023 | $9,026,128 | +12.9% | 36,186 | -3.6% | 4.93% | +6.3% |
| Q4 2022 | $7,998,157 | +96472.8% | 37,531 | -3.1% | 4.64% | -12.3% |
| Q3 2022 | $8,282 | -3.9% | 38,712 | +0.1% | 5.29% | +1.2% |
| Q2 2022 | $8,621 | -29.4% | 38,677 | -8.9% | 5.22% | -17.0% |
| Q1 2022 | $12,211 | -12.9% | 42,457 | -2.8% | 6.29% | -9.8% |
| Q4 2021 | $14,012 | +15.5% | 43,665 | +4.5% | 6.98% | +2.9% |
| Q3 2021 | $12,129 | +4.1% | 41,799 | +2.9% | 6.78% | +1.1% |
| Q2 2021 | $11,650 | +16.1% | 40,620 | +4.1% | 6.71% | +5.4% |
| Q1 2021 | $10,032 | +2.1% | 39,030 | +0.7% | 6.36% | -5.1% |
| Q4 2020 | $9,821 | +13.1% | 38,751 | +1.6% | 6.70% | -1.5% |
| Q3 2020 | $8,687 | +16.4% | 38,133 | +3.0% | 6.81% | +5.6% |
| Q2 2020 | $7,464 | +33.2% | 37,011 | +3.4% | 6.45% | +4.8% |
| Q1 2020 | $5,604 | – | 35,793 | – | 6.15% | – |
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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% |