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 | $879,834 | +1.3% | 3,231 | +5.2% | 0.07% | +1.4% |
| Q2 2023 | $868,971 | +9.7% | 3,071 | -3.3% | 0.07% | +2.9% |
| Q1 2023 | $792,222 | +36.7% | 3,176 | +16.8% | 0.07% | +33.3% |
| Q4 2022 | $579,446 | +1.3% | 2,719 | +1.8% | 0.05% | -8.9% |
| Q3 2022 | $572,000 | -4.0% | 2,672 | 0.0% | 0.06% | -3.4% |
| Q2 2022 | $596,000 | -24.9% | 2,672 | -3.2% | 0.06% | -13.4% |
| Q1 2022 | $794,000 | -10.6% | 2,761 | -0.2% | 0.07% | -11.8% |
| Q4 2021 | $888,000 | +10.6% | 2,767 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $803,000 | +57.1% | 2,767 | +55.3% | 0.08% | +53.1% |
| Q2 2021 | $511,000 | +2.8% | 1,782 | -7.8% | 0.05% | -3.9% |
| Q1 2021 | $497,000 | -0.8% | 1,933 | -2.2% | 0.05% | -12.1% |
| Q4 2020 | $501,000 | +7.5% | 1,976 | -3.6% | 0.06% | -7.9% |
| Q3 2020 | $466,000 | -3.7% | 2,049 | -14.4% | 0.06% | -14.9% |
| Q2 2020 | $484,000 | +63.0% | 2,395 | +26.5% | 0.07% | +21.3% |
| Q1 2020 | $297,000 | -34.1% | 1,893 | -23.6% | 0.06% | -17.6% |
| Q4 2019 | $451,000 | – | 2,478 | – | 0.07% | – |
Download | ||||||
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% |