VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $977,397 | +3.1% | 3,589 | +7.1% | 0.58% | +5.6% |
| Q2 2023 | $948,075 | +16.4% | 3,351 | +2.6% | 0.55% | +4.5% |
| Q1 2023 | $814,804 | +24.0% | 3,267 | +5.9% | 0.53% | +12.3% |
| Q4 2022 | $657,182 | +9.2% | 3,084 | +9.6% | 0.47% | +6.6% |
| Q3 2022 | $602,000 | +0.2% | 2,813 | +4.3% | 0.44% | +5.2% |
| Q2 2022 | $601,000 | -20.5% | 2,697 | +2.5% | 0.42% | +2.9% |
| Q1 2022 | $756,000 | -38.3% | 2,630 | -31.2% | 0.41% | -26.8% |
| Q4 2021 | $1,226,000 | +9.2% | 3,821 | -0.2% | 0.56% | -0.7% |
| Q3 2021 | $1,123,000 | +10.3% | 3,829 | +7.8% | 0.56% | +12.0% |
| Q2 2021 | $1,018,000 | +27.6% | 3,551 | +14.4% | 0.50% | +13.3% |
| Q1 2021 | $798,000 | -20.3% | 3,105 | -21.4% | 0.44% | -24.1% |
| Q4 2020 | $1,001,000 | +4.2% | 3,952 | -6.4% | 0.58% | -14.9% |
| Q3 2020 | $961,000 | +5.7% | 4,222 | -6.1% | 0.68% | -9.4% |
| Q2 2020 | $909,000 | +16.1% | 4,497 | -10.0% | 0.76% | -17.9% |
| Q1 2020 | $783,000 | -27.6% | 4,996 | -15.8% | 0.92% | -13.4% |
| Q4 2019 | $1,081,000 | +9.6% | 5,936 | +0.1% | 1.06% | +2.7% |
| Q3 2019 | $986,000 | -4.0% | 5,930 | -5.6% | 1.03% | +8.0% |
| Q2 2019 | $1,027,000 | +4.1% | 6,284 | -0.4% | 0.96% | -6.7% |
| Q1 2019 | $987,000 | – | 6,310 | – | 1.03% | – |
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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% |