VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,804 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $553,161 | +35.2% | 1,479 | +24.4% | 0.42% | +32.4% |
| Q1 2024 | $409,254 | +5.0% | 1,189 | -5.2% | 0.32% | -15.6% |
| Q4 2023 | $389,844 | +11.2% | 1,254 | -2.6% | 0.38% | -1.0% |
| Q3 2023 | $350,463 | -9.0% | 1,287 | -6.1% | 0.38% | -5.0% |
| Q2 2023 | $385,265 | +8.6% | 1,371 | -2.0% | 0.40% | -1.2% |
| Q1 2023 | $354,873 | -25.3% | 1,399 | -37.2% | 0.41% | -28.8% |
| Q4 2022 | $475,024 | -7.4% | 2,229 | -7.0% | 0.57% | -14.5% |
| Q3 2022 | $513,052 | +107.4% | 2,398 | +116.0% | 0.67% | +113.8% |
| Q2 2022 | $247,408 | -22.5% | 1,110 | 0.0% | 0.31% | +1.3% |
| Q1 2022 | $319,236 | -14.7% | 1,110 | -4.8% | 0.31% | -12.0% |
| Q4 2021 | $374,169 | – | 1,166 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 281,221 | $46,761,356 | 34.72% |
| Permanens Capital L.P. | 518,897 | $86,282,000 | 24.14% |
| Jentner Corp | 175,370 | $29,161,000 | 23.80% |
| Peninsula Wealth, LLC | 270,255 | $44,934,000 | 22.45% |
| Merit Financial Group, LLC | 1,152,379 | $191,618,000 | 20.95% |
| Mosaic Family Wealth, LLC | 298,040 | $49,558,000 | 20.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 94,149 | $15,655,000 | 16.73% |
| McIlrath & Eck, LLC | 186,577 | $31,024,000 | 16.38% |
| Cable Hill Partners, LLC | 294,683 | $49,000,000 | 16.06% |
| Cornerstone Management, Inc. | 207,874 | $34,565,289 | 15.83% |