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 | $319,143 | -3.7% | 1,172 | 0.0% | 0.11% | -0.9% |
| Q2 2023 | $331,543 | +13.5% | 1,172 | +0.1% | 0.11% | +12.5% |
| Q1 2023 | $292,190 | +6.4% | 1,171 | -9.1% | 0.10% | -2.0% |
| Q4 2022 | $274,488 | +3.6% | 1,288 | +4.0% | 0.10% | +2.1% |
| Q3 2022 | $265,000 | -3.6% | 1,238 | +0.5% | 0.10% | +2.1% |
| Q2 2022 | $275,000 | -36.8% | 1,232 | -18.5% | 0.09% | -26.0% |
| Q1 2022 | $435,000 | +27.2% | 1,511 | +41.9% | 0.13% | +29.6% |
| Q4 2021 | $342,000 | +51.3% | 1,065 | +35.3% | 0.10% | +40.0% |
| Q2 2021 | $226,000 | +13.0% | 787 | +0.9% | 0.07% | +4.5% |
| Q1 2021 | $200,000 | – | 780 | – | 0.07% | – |
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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% |