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 | $186,523,092 | -16.6% | 684,966 | -13.3% | 2.68% | -16.8% |
| Q2 2023 | $223,602,632 | +6.6% | 790,227 | -6.0% | 3.21% | -4.1% |
| Q1 2023 | $209,732,644 | +10.2% | 840,814 | -5.8% | 3.35% | +1.3% |
| Q4 2022 | $190,234,559 | +0.1% | 892,659 | +0.5% | 3.31% | -10.9% |
| Q3 2022 | $190,039,000 | +1.7% | 888,241 | +5.9% | 3.71% | +4.1% |
| Q2 2022 | $186,938,000 | -20.5% | 838,701 | +2.6% | 3.57% | -7.3% |
| Q1 2022 | $235,029,000 | -11.3% | 817,209 | -1.0% | 3.85% | -7.8% |
| Q4 2021 | $264,841,000 | +2.2% | 825,307 | -7.6% | 4.17% | -5.7% |
| Q3 2021 | $259,251,000 | -9.0% | 893,444 | -10.1% | 4.42% | -9.9% |
| Q2 2021 | $284,959,000 | +84.3% | 993,547 | +65.1% | 4.91% | +50.2% |
| Q1 2021 | $154,648,000 | -6.5% | 601,650 | -7.8% | 3.27% | -13.1% |
| Q4 2020 | $165,331,000 | +11.3% | 652,606 | -0.0% | 3.76% | -1.8% |
| Q3 2020 | $148,590,000 | +7.0% | 652,830 | -5.0% | 3.83% | -4.0% |
| Q2 2020 | $138,810,000 | +24.1% | 686,870 | -3.8% | 4.00% | -0.6% |
| Q1 2020 | $111,885,000 | -16.7% | 714,051 | -3.1% | 4.02% | +2.4% |
| Q4 2019 | $134,292,000 | – | 737,179 | – | 3.92% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 154,653 | $39,752,000 | 30.97% |
| Merit Financial Group, LLC | 1,049,384 | $269,734,000 | 28.22% |
| CABANA LLC | 2,915 | $749,000 | 27.38% |
| Peninsula Wealth, LLC | 247,386 | $63,588,000 | 22.79% |
| Permanens Capital L.P. | 429,079 | $110,290,000 | 22.66% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 158,167 | $40,655,000 | 20.03% |
| Mosaic Family Wealth, LLC | 263,028 | $67,609,000 | 19.53% |
| Corrigan Financial, Inc. | 218,046 | $56,046,549 | 18.73% |
| TL Private Wealth | 110,965 | $30,198,000 | 18.52% |
| Benchmark Wealth Management, LLC | 92,253 | $23,713,000 | 17.59% |