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 ↓ |
|---|---|---|---|
| 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% |