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 | $221,359 | -3.7% | 813 | +0.1% | 0.02% | -17.2% |
| Q2 2023 | $229,845 | +29.5% | 812 | +14.0% | 0.03% | +52.6% |
| Q1 2023 | $177,510 | -17.3% | 712 | -29.3% | 0.02% | -20.8% |
| Q4 2022 | $214,532 | +41.1% | 1,007 | +41.8% | 0.02% | +41.2% |
| Q3 2022 | $152,000 | +85.4% | 710 | +92.9% | 0.02% | +88.9% |
| Q2 2022 | $82,000 | -7.9% | 368 | +19.1% | 0.01% | +12.5% |
| Q1 2022 | $89,000 | -22.6% | 309 | -13.9% | 0.01% | -27.3% |
| Q4 2021 | $115,000 | +10.6% | 359 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $104,000 | +25.3% | 359 | +24.2% | 0.01% | +25.0% |
| Q2 2021 | $83,000 | +12.2% | 289 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $74,000 | +1.4% | 288 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $73,000 | +10.6% | 288 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $66,000 | +69.2% | 288 | +48.5% | 0.01% | +50.0% |
| Q2 2020 | $39,000 | -37.1% | 194 | -50.8% | 0.01% | -45.5% |
| Q1 2020 | $62,000 | -10.1% | 394 | +4.5% | 0.01% | -8.3% |
| Q4 2019 | $69,000 | – | 377 | – | 0.01% | – |
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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% |