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 | $18,245 | -3.8% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,959 | +2.7% | 67 | -9.5% | 0.00% | 0.0% |
| Q1 2023 | $18,459 | +17.1% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15,770 | -1.4% | 74 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -23.8% | 74 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $21,000 | -16.0% | 74 | -3.9% | 0.00% | -20.0% |
| Q4 2021 | $25,000 | +4.2% | 77 | -7.2% | 0.01% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 83 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $24,000 | -72.4% | 83 | -75.4% | 0.01% | -76.2% |
| Q1 2021 | $87,000 | +102.3% | 338 | +101.2% | 0.02% | +90.9% |
| Q4 2020 | $43,000 | -25.9% | 168 | -34.6% | 0.01% | -31.2% |
| Q3 2020 | $58,000 | +222.2% | 257 | +188.8% | 0.02% | +220.0% |
| Q2 2020 | $18,000 | +28.6% | 89 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $14,000 | -12.5% | 89 | 0.0% | 0.01% | +66.7% |
| Q4 2019 | $16,000 | +6.7% | 89 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | +7.1% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,000 | – | 89 | – | 0.00% | – |
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% |