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 | $3,937 | -2.2% | 14,457 | +1.6% | 3.01% | +2.9% |
| Q2 2023 | $4,025 | +10.8% | 14,223 | -2.4% | 2.93% | +8.4% |
| Q1 2023 | $3,633 | +22.3% | 14,566 | +4.5% | 2.70% | +19.1% |
| Q4 2022 | $2,970 | -99.9% | 13,934 | +16.3% | 2.27% | +9.5% |
| Q3 2022 | $2,564,000 | +1.7% | 11,986 | +6.0% | 2.07% | +7.2% |
| Q2 2022 | $2,520,000 | -29.1% | 11,306 | -8.5% | 1.93% | -22.6% |
| Q1 2022 | $3,552,000 | -9.6% | 12,350 | +0.9% | 2.50% | -4.6% |
| Q4 2021 | $3,929,000 | +9.5% | 12,244 | -1.0% | 2.62% | +0.2% |
| Q3 2021 | $3,588,000 | +2.8% | 12,366 | +1.6% | 2.61% | +2.4% |
| Q2 2021 | $3,490,000 | +8.9% | 12,167 | -2.4% | 2.55% | +1.1% |
| Q1 2021 | $3,205,000 | +5.3% | 12,470 | +3.7% | 2.52% | +2.2% |
| Q4 2020 | $3,045,000 | +6.1% | 12,021 | -4.6% | 2.47% | -2.3% |
| Q3 2020 | $2,869,000 | +8.5% | 12,603 | -3.7% | 2.53% | +2.4% |
| Q2 2020 | $2,644,000 | +45.8% | 13,082 | +31.4% | 2.47% | +47.1% |
| Q4 2019 | $1,814,000 | +11.0% | 9,959 | +1.4% | 1.68% | +7.0% |
| Q3 2019 | $1,634,000 | +5.2% | 9,825 | +3.3% | 1.57% | -0.5% |
| Q2 2019 | $1,553,000 | +4.1% | 9,507 | -0.3% | 1.58% | -11.1% |
| Q1 2019 | $1,492,000 | +17.9% | 9,538 | +1.2% | 1.77% | +13.4% |
| Q4 2018 | $1,265,000 | -15.9% | 9,421 | +0.8% | 1.56% | +11.8% |
| Q3 2018 | $1,505,000 | +4.8% | 9,345 | -2.5% | 1.40% | +0.9% |
| Q2 2018 | $1,436,000 | +8.1% | 9,588 | +2.3% | 1.39% | +6.5% |
| Q1 2018 | $1,329,000 | – | 9,369 | – | 1.30% | – |
Download | ||||||
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% |