VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,322 | -20.4% | 754 | -17.3% | 0.00% | -20.0% |
| Q2 2023 | $258,059 | +6.5% | 912 | -6.1% | 0.01% | +25.0% |
| Q1 2023 | $242,206 | +10.4% | 971 | -5.6% | 0.00% | 0.0% |
| Q4 2022 | $219,291 | -83.5% | 1,029 | -83.5% | 0.00% | -86.2% |
| Q3 2022 | $1,331,000 | -3.0% | 6,218 | +1.0% | 0.03% | 0.0% |
| Q2 2022 | $1,372,000 | -20.0% | 6,156 | +3.3% | 0.03% | -6.5% |
| Q1 2022 | $1,715,000 | -21.7% | 5,961 | -12.6% | 0.03% | -13.9% |
| Q4 2021 | $2,189,000 | +10.1% | 6,819 | -0.4% | 0.04% | +2.9% |
| Q3 2021 | $1,988,000 | -1.0% | 6,849 | -2.2% | 0.04% | -10.3% |
| Q2 2021 | $2,009,000 | +11.4% | 7,003 | -0.1% | 0.04% | +5.4% |
| Q1 2021 | $1,803,000 | +1.5% | 7,013 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $1,777,000 | +14.7% | 7,013 | +3.0% | 0.04% | +2.8% |
| Q3 2020 | $1,549,000 | – | 6,807 | – | 0.04% | – |
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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% |