VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,939 | +59.5% | 2,412 | +65.7% | 0.08% | +60.4% |
| Q2 2023 | $411,896 | +13.6% | 1,456 | +0.1% | 0.05% | +6.0% |
| Q1 2023 | $362,675 | +17.2% | 1,454 | +0.1% | 0.05% | +2.0% |
| Q4 2022 | $309,418 | -15.7% | 1,452 | -15.3% | 0.05% | -26.9% |
| Q3 2022 | $367,000 | +82.6% | 1,715 | +90.6% | 0.07% | +86.1% |
| Q2 2022 | $201,000 | -29.0% | 900 | -8.4% | 0.04% | -28.0% |
| Q1 2022 | $283,000 | -7.5% | 983 | +3.3% | 0.05% | -15.3% |
| Q4 2021 | $306,000 | +6.6% | 952 | -3.7% | 0.06% | -10.6% |
| Q3 2021 | $287,000 | +3.2% | 989 | +2.0% | 0.07% | -2.9% |
| Q2 2021 | $278,000 | +5.3% | 970 | -5.6% | 0.07% | -11.7% |
| Q1 2021 | $264,000 | – | 1,027 | – | 0.08% | – |
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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% |