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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $28,912 | +14.2% | 93 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $25,325 | -3.8% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $26,315 | +13.4% | 93 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $23,198 | +17.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $19,819 | -0.9% | 93 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $20,000 | -20.0% | 93 | -17.7% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -21.9% | 113 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $32,000 | +6.7% | 113 | +21.5% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | +11.1% | 93 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 93 | -4.1% | 0.00% | 0.0% |
| Q2 2021 | $28,000 | +16.7% | 97 | +4.3% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +14.3% | 93 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | +10.5% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +26.7% | 93 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -11.8% | 93 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $17,000 | +13.3% | 93 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +25.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -20.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | +7.1% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | +7.7% | 93 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | – | 93 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 150,486 | $43,280,000 | 31.36% |
| Bromfield Sneider Wealth Advisors | 98,974 | $28,465,000 | 29.88% |
| Axiom Advisory, LLC | 92,526 | $26,611,000 | 22.13% |
| Strategies Wealth Advisors, LLC | 261,887 | $75,318,746 | 20.14% |
| Peninsula Wealth, LLC | 238,486 | $68,589,000 | 19.54% |
| Benchmark Wealth Management, LLC | 98,896 | $28,442,000 | 19.13% |
| Dougherty Wealth Advisers LLC | 42,952 | $12,353,000 | 18.64% |
| Corrigan Financial, Inc. | 204,558 | $58,830,771 | 18.60% |
| Avory & Company, LLC | 101,636 | $29,231,000 | 18.30% |
| Merit Financial Group, LLC | 999,489 | $287,453,000 | 17.34% |