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 | $107 | -3.6% | 394 | 0.0% | 0.12% | -2.4% |
Q2 2023 | $111 | +9.9% | 394 | -2.2% | 0.12% | -1.6% |
Q1 2023 | $101 | +53.0% | 403 | +30.4% | 0.12% | +54.3% |
Q4 2022 | $66 | -99.9% | 309 | 0.0% | 0.08% | -2.4% |
Q3 2022 | $66,000 | -4.3% | 309 | 0.0% | 0.08% | -1.2% |
Q2 2022 | $69,000 | -22.5% | 309 | 0.0% | 0.08% | -11.6% |
Q1 2022 | $89,000 | -10.1% | 309 | 0.0% | 0.10% | -5.0% |
Q4 2021 | $99,000 | +10.0% | 309 | 0.0% | 0.10% | +1.0% |
Q3 2021 | $90,000 | +1.1% | 309 | 0.0% | 0.10% | +8.8% |
Q2 2021 | $89,000 | +12.7% | 309 | 0.0% | 0.09% | +35.8% |
Q1 2021 | $79,000 | +1.3% | 309 | 0.0% | 0.07% | +4.7% |
Q4 2020 | $78,000 | +11.4% | 309 | 0.0% | 0.06% | -4.5% |
Q3 2020 | $70,000 | +12.9% | 309 | 0.0% | 0.07% | +15.5% |
Q2 2020 | $62,000 | +29.2% | 309 | 0.0% | 0.06% | +16.0% |
Q1 2020 | $48,000 | -14.3% | 309 | 0.0% | 0.05% | +11.1% |
Q4 2019 | $56,000 | +9.8% | 309 | 0.0% | 0.04% | +7.1% |
Q3 2019 | $51,000 | +2.0% | 309 | 0.0% | 0.04% | +7.7% |
Q2 2019 | $50,000 | +4.2% | 309 | 0.0% | 0.04% | +2.6% |
Q1 2019 | $48,000 | +14.3% | 309 | 0.0% | 0.04% | +2.7% |
Q4 2018 | $42,000 | -16.0% | 309 | 0.0% | 0.04% | -2.6% |
Q3 2018 | $50,000 | +8.7% | 309 | 0.0% | 0.04% | +11.8% |
Q2 2018 | $46,000 | -56.6% | 309 | -58.6% | 0.03% | -60.5% |
Q1 2018 | $106,000 | +146.5% | 746 | +141.4% | 0.09% | +160.6% |
Q4 2017 | $43,000 | – | 309 | – | 0.03% | – |
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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% |