VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| 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% |