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 | $1,411,870 | +2.5% | 5,185 | +6.6% | 0.02% | +4.2% |
| Q2 2023 | $1,376,828 | -49.2% | 4,866 | -55.3% | 0.02% | -51.0% |
| Q1 2023 | $2,712,652 | -1.6% | 10,875 | -15.9% | 0.05% | -9.3% |
| Q4 2022 | $2,756,996 | +18.5% | 12,937 | +19.0% | 0.05% | +10.2% |
| Q3 2022 | $2,326,000 | -2.6% | 10,873 | +1.5% | 0.05% | +2.1% |
| Q2 2022 | $2,387,000 | -19.4% | 10,710 | +4.0% | 0.05% | -4.0% |
| Q1 2022 | $2,961,000 | -10.4% | 10,297 | 0.0% | 0.05% | -7.4% |
| Q4 2021 | $3,304,000 | +8.9% | 10,297 | -1.5% | 0.05% | -1.8% |
| Q3 2021 | $3,033,000 | +1.2% | 10,452 | 0.0% | 0.06% | +3.8% |
| Q2 2021 | $2,998,000 | +3.1% | 10,452 | -7.6% | 0.05% | -5.4% |
| Q1 2021 | $2,909,000 | +41.2% | 11,317 | +39.2% | 0.06% | +27.3% |
| Q4 2020 | $2,060,000 | +11.3% | 8,131 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $1,851,000 | +10.9% | 8,131 | -1.6% | 0.04% | -4.3% |
| Q2 2020 | $1,669,000 | +29.0% | 8,261 | 0.0% | 0.05% | +9.5% |
| Q1 2020 | $1,294,000 | -14.0% | 8,261 | 0.0% | 0.04% | +7.7% |
| Q4 2019 | $1,505,000 | -5.4% | 8,261 | -13.6% | 0.04% | -15.2% |
| Q3 2019 | $1,591,000 | -16.9% | 9,566 | -18.4% | 0.05% | -17.9% |
| Q2 2019 | $1,915,000 | +5.6% | 11,721 | +1.1% | 0.06% | +1.8% |
| Q1 2019 | $1,813,000 | +11.5% | 11,591 | -4.2% | 0.06% | -1.8% |
| Q4 2018 | $1,626,000 | -16.6% | 12,103 | 0.0% | 0.06% | -8.2% |
| Q3 2018 | $1,949,000 | +7.5% | 12,103 | 0.0% | 0.06% | +1.7% |
| Q2 2018 | $1,813,000 | +5.6% | 12,103 | 0.0% | 0.06% | +3.4% |
| Q1 2018 | $1,717,000 | +0.8% | 12,103 | -0.1% | 0.06% | -1.7% |
| Q4 2017 | $1,704,000 | -13.4% | 12,113 | -18.3% | 0.06% | -18.1% |
| Q3 2017 | $1,967,000 | +4.5% | 14,821 | 0.0% | 0.07% | -1.4% |
| Q2 2017 | $1,883,000 | +3.6% | 14,821 | -0.8% | 0.07% | 0.0% |
| Q1 2017 | $1,817,000 | +9.1% | 14,937 | 0.0% | 0.07% | +2.8% |
| Q4 2016 | $1,665,000 | -0.7% | 14,937 | 0.0% | 0.07% | -2.7% |
| Q3 2016 | $1,677,000 | +2.1% | 14,937 | -2.5% | 0.07% | +1.4% |
| Q2 2016 | $1,642,000 | -3.6% | 15,318 | -4.2% | 0.07% | -4.0% |
| Q1 2016 | $1,703,000 | +4.5% | 15,996 | +4.5% | 0.08% | +1.4% |
| Q4 2015 | $1,629,000 | +6.1% | 15,310 | 0.0% | 0.07% | -1.3% |
| Q3 2015 | $1,535,000 | -19.2% | 15,310 | -13.7% | 0.08% | -10.7% |
| Q2 2015 | $1,899,000 | +3.9% | 17,735 | +1.5% | 0.08% | 0.0% |
| Q1 2015 | $1,828,000 | +0.2% | 17,471 | 0.0% | 0.08% | -3.4% |
| Q4 2014 | $1,824,000 | +4.8% | 17,471 | 0.0% | 0.09% | +2.4% |
| Q3 2014 | $1,741,000 | +0.8% | 17,471 | 0.0% | 0.08% | 0.0% |
| Q2 2014 | $1,728,000 | +16.9% | 17,471 | +10.5% | 0.08% | +11.8% |
| Q1 2014 | $1,478,000 | +84.5% | 15,816 | +83.7% | 0.08% | +85.4% |
| Q4 2013 | $801,000 | +47.2% | 8,611 | +34.0% | 0.04% | +41.4% |
| Q3 2013 | $544,000 | +8.4% | 6,424 | 0.0% | 0.03% | +3.6% |
| Q2 2013 | $502,000 | – | 6,424 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merit Financial Group, LLC | 1,115,282 | $323,621,000 | 33.87% |
| Jentner Corp | 152,879 | $44,361,000 | 30.28% |
| Peninsula Wealth, LLC | 254,681 | $73,901,000 | 23.46% |
| Mosaic Family Wealth, LLC | 265,135 | $76,934,000 | 21.31% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 153,754 | $44,614,000 | 20.36% |
| TL Private Wealth | 116,678 | $36,099,000 | 19.73% |
| Benchmark Wealth Management, LLC | 92,271 | $26,774,000 | 18.82% |
| Corrigan Financial, Inc. | 209,121 | $60,680,576 | 18.55% |
| Avory & Company, LLC | 101,636 | $29,492,000 | 18.22% |
| Dougherty Wealth Advisers LLC | 40,132 | $11,645,000 | 17.33% |