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 | $525,203 | -8.8% | 1,929 | -5.2% | 0.02% | -7.7% |
| Q2 2023 | $575,738 | +76.6% | 2,035 | +55.7% | 0.03% | +62.5% |
| Q1 2023 | $325,942 | +117145.3% | 1,307 | 0.0% | 0.02% | +33.3% |
| Q4 2022 | $278 | -99.9% | 1,307 | -5.6% | 0.01% | -14.3% |
| Q3 2022 | $296,000 | +2.1% | 1,384 | +6.3% | 0.01% | +7.7% |
| Q2 2022 | $290,000 | -30.1% | 1,302 | -9.7% | 0.01% | -13.3% |
| Q1 2022 | $415,000 | +56.0% | 1,442 | +73.7% | 0.02% | +66.7% |
| Q4 2021 | $266,000 | -36.1% | 830 | -42.0% | 0.01% | +12.5% |
| Q3 2021 | $416,000 | +102.9% | 1,432 | +100.0% | 0.01% | 0.0% |
| Q2 2021 | $205,000 | – | 716 | – | 0.01% | – |
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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% |