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 | $488,252 | -3.1% | 1,793 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $503,851 | +14.6% | 1,793 | +1.7% | 0.04% | +11.8% |
| Q1 2023 | $439,763 | +17.0% | 1,763 | 0.0% | 0.03% | +13.3% |
| Q4 2022 | $375,713 | +35.6% | 1,763 | +36.3% | 0.03% | +25.0% |
| Q3 2022 | $277,000 | -7.0% | 1,293 | -3.4% | 0.02% | -4.0% |
| Q2 2022 | $298,000 | -25.3% | 1,338 | -3.6% | 0.02% | -16.7% |
| Q1 2022 | $399,000 | -10.7% | 1,388 | -0.3% | 0.03% | -9.1% |
| Q4 2021 | $447,000 | +10.9% | 1,392 | +0.3% | 0.03% | +3.1% |
| Q3 2021 | $403,000 | +1.3% | 1,388 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $398,000 | +9.3% | 1,388 | -2.1% | 0.03% | +3.2% |
| Q1 2021 | $364,000 | -5.9% | 1,418 | -7.1% | 0.03% | -11.4% |
| Q4 2020 | $387,000 | +12.2% | 1,527 | +0.7% | 0.04% | 0.0% |
| Q3 2020 | $345,000 | +12.7% | 1,516 | 0.0% | 0.04% | +2.9% |
| Q2 2020 | $306,000 | +36.0% | 1,516 | +5.6% | 0.03% | +13.3% |
| Q1 2020 | $225,000 | -14.1% | 1,436 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $262,000 | +20.2% | 1,436 | +9.4% | 0.03% | +7.1% |
| Q3 2019 | $218,000 | +1.4% | 1,313 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $215,000 | +4.9% | 1,313 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $205,000 | -8.9% | 1,313 | -6.2% | 0.03% | -17.6% |
| Q3 2018 | $225,000 | +7.1% | 1,400 | 0.0% | 0.03% | +6.2% |
| Q2 2018 | $210,000 | – | 1,400 | – | 0.03% | – |
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% |