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 | $3,306,933 | -4.4% | 12,144 | -0.7% | 1.65% | -11.9% |
| Q2 2023 | $3,458,903 | +14.3% | 12,224 | +0.8% | 1.87% | +0.1% |
| Q1 2023 | $3,025,208 | +85.0% | 12,128 | +58.0% | 1.87% | +63.5% |
| Q4 2022 | $1,635,619 | +14.3% | 7,675 | +14.7% | 1.14% | +11.3% |
| Q3 2022 | $1,431,000 | +90.0% | 6,691 | +98.0% | 1.03% | +202.7% |
| Q2 2022 | $753,000 | -0.5% | 3,379 | +28.3% | 0.34% | -18.9% |
| Q1 2022 | $757,000 | -1.6% | 2,633 | +9.8% | 0.42% | +2.2% |
| Q4 2021 | $769,000 | -24.2% | 2,398 | -31.4% | 0.41% | -8.5% |
| Q3 2021 | $1,014,000 | +47.6% | 3,497 | +45.8% | 0.45% | +15.8% |
| Q2 2021 | $687,000 | -23.5% | 2,398 | -31.4% | 0.39% | -33.1% |
| Q1 2021 | $898,000 | +54.0% | 3,497 | +51.7% | 0.58% | +31.7% |
| Q4 2020 | $583,000 | +12.5% | 2,305 | +1.3% | 0.44% | +2.1% |
| Q3 2020 | $518,000 | +12.9% | 2,276 | 0.0% | 0.43% | -2.7% |
| Q2 2020 | $459,000 | +35.8% | 2,276 | +5.3% | 0.44% | +9.2% |
| Q1 2020 | $338,000 | – | 2,161 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cable Hill Partners, LLC | 363,655 | $38,966,000 | 29.83% |
| Permanens Capital L.P. | 244,786 | $25,607,000 | 25.23% |
| INR ADVISORY SERVICES LLC | 1,033,330 | $108,097,000 | 19.01% |
| VISTA CAPITAL PARTNERS, INC. | 534,436 | $55,907,000 | 17.30% |
| Edelman Financial Services, LLC | 10,260,112 | $1,073,310,000 | 16.74% |
| IBBOTSON ASSOCIATES INC | 184,456 | $19,296,000 | 14.90% |
| Waverly Advisors, LLC | 279,887 | $29,279,000 | 14.81% |
| INSPIRION WEALTH ADVISORS, LLC | 175,172 | $18,325,000 | 14.75% |
| Financial Planning & Information Services, Inc. | 189,900 | $19,865,000 | 12.81% |
| Noven Financial Group, Inc. | 167,726 | $17,546,000 | 12.64% |