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 | $7,551,349 | -7.9% | 27,731 | -4.3% | 0.20% | -0.5% |
| Q2 2023 | $8,199,168 | +10.6% | 28,976 | -2.5% | 0.20% | -7.3% |
| Q1 2023 | $7,410,064 | +118841.6% | 29,707 | +1.6% | 0.22% | +19.1% |
| Q4 2022 | $6,230 | -99.9% | 29,234 | -12.1% | 0.18% | -12.9% |
| Q3 2022 | $7,114,000 | -78.8% | 33,251 | -77.9% | 0.21% | -77.3% |
| Q2 2022 | $33,490,000 | +2983.8% | 150,255 | +3878.2% | 0.92% | +3600.0% |
| Q1 2022 | $1,086,000 | -10.4% | 3,777 | 0.0% | 0.02% | -7.4% |
| Q4 2021 | $1,212,000 | +10.6% | 3,777 | 0.0% | 0.03% | +17.4% |
| Q3 2021 | $1,096,000 | -10.7% | 3,777 | -11.8% | 0.02% | 0.0% |
| Q2 2021 | $1,228,000 | -5.5% | 4,283 | -15.3% | 0.02% | -8.0% |
| Q1 2021 | $1,300,000 | -43.6% | 5,056 | -44.4% | 0.02% | +8.7% |
| Q4 2020 | $2,306,000 | +96.4% | 9,100 | +76.4% | 0.02% | -4.2% |
| Q3 2020 | $1,174,000 | -0.7% | 5,160 | -11.8% | 0.02% | -7.7% |
| Q2 2020 | $1,182,000 | -46.4% | 5,849 | -58.4% | 0.03% | -62.3% |
| Q1 2020 | $2,204,000 | -19.2% | 14,068 | -6.1% | 0.07% | -16.9% |
| Q4 2019 | $2,728,000 | +2.4% | 14,977 | -6.6% | 0.08% | -5.7% |
| Q3 2019 | $2,665,000 | +70.4% | 16,027 | +67.4% | 0.09% | +63.0% |
| Q2 2019 | $1,564,000 | +4.4% | 9,574 | 0.0% | 0.05% | -3.6% |
| Q1 2019 | $1,498,000 | -82.6% | 9,574 | -85.1% | 0.06% | -83.4% |
| Q4 2018 | $8,610,000 | – | 64,095 | – | 0.34% | – |
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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% |