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 | $1,199,253 | -4.8% | 4,404 | -1.1% | 0.48% | -9.3% |
| Q2 2023 | $1,259,455 | +16.6% | 4,451 | +2.7% | 0.53% | +19.2% |
| Q1 2023 | $1,080,574 | +23.0% | 4,332 | +5.1% | 0.44% | +26.2% |
| Q4 2022 | $878,653 | -2.4% | 4,123 | -2.0% | 0.35% | -29.4% |
| Q3 2022 | $900,516 | -7.0% | 4,209 | -3.2% | 0.50% | -7.8% |
| Q2 2022 | $968,680 | -28.6% | 4,346 | -7.9% | 0.54% | -10.2% |
| Q1 2022 | $1,357,472 | -11.8% | 4,720 | -1.6% | 0.60% | +2.9% |
| Q4 2021 | $1,539,678 | – | 4,798 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
| Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
| Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
| Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
| Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
| Jentner Corp | 169,347 | $27,272,000 | 22.63% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
| Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
| INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
| McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |