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 | $8,130,763 | -8.3% | 29,858 | -4.7% | 2.40% | -2.7% |
| Q2 2023 | $8,865,033 | +8.7% | 31,330 | -4.2% | 2.47% | +6.5% |
| Q1 2023 | $8,155,198 | -13.8% | 32,694 | -26.4% | 2.32% | -10.0% |
| Q4 2022 | $9,464,201 | -13.5% | 44,410 | -13.1% | 2.58% | -8.8% |
| Q3 2022 | $10,936,000 | -6.9% | 51,114 | -3.0% | 2.83% | -3.7% |
| Q2 2022 | $11,746,000 | -23.2% | 52,697 | -1.0% | 2.94% | -11.7% |
| Q1 2022 | $15,302,000 | -10.4% | 53,207 | -0.1% | 3.33% | -8.5% |
| Q4 2021 | $17,083,000 | +6.2% | 53,235 | -4.0% | 3.64% | -0.2% |
| Q3 2021 | $16,083,000 | -2.7% | 55,428 | -3.8% | 3.65% | -3.5% |
| Q2 2021 | $16,533,000 | +7.7% | 57,645 | -3.5% | 3.78% | +2.0% |
| Q1 2021 | $15,350,000 | -3.1% | 59,718 | -4.5% | 3.71% | -8.5% |
| Q4 2020 | $15,838,000 | +8.3% | 62,516 | -2.7% | 4.05% | -4.1% |
| Q3 2020 | $14,625,000 | +3.0% | 64,253 | -8.5% | 4.23% | -1.2% |
| Q2 2020 | $14,194,000 | +25.6% | 70,235 | -2.6% | 4.28% | +11.4% |
| Q1 2020 | $11,297,000 | -17.6% | 72,098 | -4.2% | 3.84% | +1.3% |
| Q4 2019 | $13,715,000 | +5.9% | 75,288 | -3.3% | 3.79% | +1.6% |
| Q3 2019 | $12,948,000 | -3.5% | 77,866 | -5.2% | 3.73% | -3.6% |
| Q2 2019 | $13,424,000 | +1.2% | 82,158 | -3.2% | 3.87% | -6.7% |
| Q1 2019 | $13,271,000 | +14.9% | 84,842 | -1.3% | 4.15% | +2.1% |
| Q4 2018 | $11,552,000 | -17.7% | 85,996 | -1.3% | 4.06% | -17.7% |
| Q3 2018 | $14,035,000 | +6.1% | 87,155 | -1.3% | 4.93% | -3.5% |
| Q2 2018 | $13,231,000 | +3.5% | 88,322 | -2.0% | 5.11% | +1.8% |
| Q1 2018 | $12,789,000 | -2.9% | 90,139 | -3.8% | 5.03% | -3.4% |
| Q4 2017 | $13,176,000 | +2.5% | 93,681 | -3.2% | 5.20% | -2.3% |
| Q3 2017 | $12,852,000 | +1.1% | 96,816 | -3.2% | 5.33% | -3.5% |
| Q2 2017 | $12,707,000 | +2.6% | 100,026 | -1.7% | 5.52% | -4.7% |
| Q1 2017 | $12,382,000 | +7.8% | 101,775 | -1.2% | 5.80% | +3.3% |
| Q4 2016 | $11,482,000 | -2.3% | 102,992 | -1.6% | 5.61% | -4.7% |
| Q3 2016 | $11,751,000 | -3.6% | 104,646 | -8.0% | 5.89% | -5.6% |
| Q2 2016 | $12,191,000 | -1.5% | 113,723 | -2.2% | 6.24% | -4.5% |
| Q1 2016 | $12,381,000 | +6.8% | 116,306 | +6.8% | 6.54% | -0.3% |
| Q4 2015 | $11,588,000 | +5.3% | 108,922 | -0.7% | 6.56% | +3.6% |
| Q3 2015 | $11,005,000 | -3.9% | 109,730 | +2.6% | 6.33% | -3.7% |
| Q2 2015 | $11,449,000 | +5.4% | 106,950 | +3.0% | 6.57% | +3.2% |
| Q1 2015 | $10,861,000 | +1.6% | 103,827 | +1.4% | 6.37% | -3.9% |
| Q4 2014 | $10,694,000 | +5.9% | 102,440 | +1.1% | 6.62% | -2.5% |
| Q3 2014 | $10,097,000 | +0.9% | 101,303 | +0.1% | 6.79% | +1.9% |
| Q2 2014 | $10,006,000 | +10.1% | 101,169 | +4.1% | 6.66% | +4.5% |
| Q1 2014 | $9,088,000 | +1.7% | 97,214 | +1.3% | 6.38% | +4.1% |
| Q4 2013 | $8,933,000 | – | 95,998 | – | 6.13% | – |
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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% |