VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,761,646 | -4.7% | 10,142 | -1.0% | 4.47% | +2.9% |
| Q2 2023 | $2,899,356 | +12.3% | 10,247 | -1.0% | 4.34% | +6.1% |
| Q1 2023 | $2,581,418 | +15.9% | 10,349 | -1.0% | 4.09% | +16.6% |
| Q4 2022 | $2,227,807 | -0.9% | 10,454 | -0.5% | 3.51% | -11.9% |
| Q3 2022 | $2,249,000 | -4.1% | 10,511 | -0.1% | 3.98% | -0.4% |
| Q2 2022 | $2,345,000 | -26.3% | 10,521 | -4.9% | 4.00% | -13.5% |
| Q1 2022 | $3,181,000 | -10.1% | 11,061 | +0.3% | 4.62% | -6.0% |
| Q4 2021 | $3,539,000 | – | 11,029 | – | 4.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 93,208 | $28,976,418 | 19.62% |
| McAlister, Sweet & Associates, Inc. | 34,017 | $10,575,205 | 9.82% |
| GoalVest Advisory LLC | 70,143 | $21,806,087 | 9.59% |
| Dentgroup LLC | 20,974 | $6,520,352 | 5.79% |
| FC Advisory LLC | 40,783 | $12,678,709 | 4.90% |
| GILL CAPITAL PARTNERS, LLC | 34,372 | $10,685,598 | 4.50% |
| CATALYST PRIVATE WEALTH, LLC | 13,596 | $4,226,803 | 1.98% |
| Agate Pass Investment Management, LLC | 7,250 | $2,253,880 | 1.31% |
| High Net Worth Advisory Group LLC | 9,096 | $2,828,705 | 1.05% |
| Compass Financial Group, INC/SD | 9,305 | $2,892,660 | 0.76% |