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 | $815,024 | -3.8% | 2,993 | -0.1% | 0.05% | +4.3% |
| Q2 2023 | $847,466 | -5.4% | 2,995 | -16.6% | 0.05% | -2.1% |
| Q1 2023 | $895,490 | +4.3% | 3,590 | -10.9% | 0.05% | +6.8% |
| Q4 2022 | $858,194 | +4.7% | 4,027 | +5.1% | 0.04% | -12.0% |
| Q3 2022 | $820,000 | -11.6% | 3,833 | -7.9% | 0.05% | -5.7% |
| Q2 2022 | $928,000 | +76.1% | 4,164 | +127.3% | 0.05% | +112.0% |
| Q1 2022 | $527,000 | +63.2% | 1,832 | +81.9% | 0.02% | +66.7% |
| Q4 2021 | $323,000 | +7.7% | 1,007 | -2.7% | 0.02% | 0.0% |
| Q3 2021 | $300,000 | -20.4% | 1,035 | -21.3% | 0.02% | -21.1% |
| Q2 2021 | $377,000 | -41.5% | 1,315 | -47.5% | 0.02% | -45.7% |
| Q1 2021 | $644,000 | +33.9% | 2,504 | +31.9% | 0.04% | +20.7% |
| Q4 2020 | $481,000 | +10.6% | 1,899 | -0.7% | 0.03% | -3.3% |
| Q3 2020 | $435,000 | – | 1,913 | – | 0.03% | – |
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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% |