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 | $1,470,213 | -4.3% | 5,399 | -0.5% | 0.28% | +5.6% |
| Q2 2023 | $1,536,008 | +175.8% | 5,428 | +143.2% | 0.27% | +145.5% |
| Q1 2023 | $556,829 | +32.7% | 2,232 | +13.4% | 0.11% | +23.6% |
| Q4 2022 | $419,457 | -46.2% | 1,968 | -27.3% | 0.09% | +30.9% |
| Q1 2022 | $779,000 | -19.0% | 2,708 | -9.7% | 0.07% | -12.8% |
| Q4 2021 | $962,000 | +8.8% | 2,999 | -1.5% | 0.08% | 0.0% |
| Q3 2021 | $884,000 | -51.6% | 3,045 | -52.2% | 0.08% | -11.4% |
| Q2 2021 | $1,828,000 | +187.0% | 6,372 | +102.3% | 0.09% | -22.8% |
| Q2 2020 | $637,000 | +168.8% | 3,150 | +142.3% | 0.11% | +153.3% |
| Q4 2019 | $237,000 | +13.4% | 1,300 | +3.6% | 0.04% | +9.8% |
| Q3 2019 | $209,000 | -99.9% | 1,255 | -6.1% | 0.04% | -19.6% |
| Q2 2019 | $219,137,000 | +104750.2% | 1,337 | +0.1% | 0.05% | -13.6% |
| Q1 2019 | $209,000 | +7.7% | 1,335 | -7.6% | 0.06% | +3.5% |
| Q4 2018 | $194,000 | -20.2% | 1,445 | -9.6% | 0.06% | -10.9% |
| Q3 2018 | $243,000 | -40.1% | 1,598 | -41.0% | 0.06% | -65.0% |
| Q2 2018 | $406,000 | +46.0% | 2,709 | +38.4% | 0.18% | +71.0% |
| Q1 2018 | $278,000 | +13.9% | 1,958 | +12.8% | 0.11% | +11.5% |
| Q4 2017 | $244,000 | +13.0% | 1,736 | +6.7% | 0.10% | -8.6% |
| Q3 2017 | $216,000 | – | 1,627 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merit Financial Group, LLC | 1,115,282 | $323,621,000 | 33.87% |
| Jentner Corp | 152,879 | $44,361,000 | 30.28% |
| Peninsula Wealth, LLC | 254,681 | $73,901,000 | 23.46% |
| Mosaic Family Wealth, LLC | 265,135 | $76,934,000 | 21.31% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 153,754 | $44,614,000 | 20.36% |
| TL Private Wealth | 116,678 | $36,099,000 | 19.73% |
| Benchmark Wealth Management, LLC | 92,271 | $26,774,000 | 18.82% |
| Corrigan Financial, Inc. | 209,121 | $60,680,576 | 18.55% |
| Avory & Company, LLC | 101,636 | $29,492,000 | 18.22% |
| Dougherty Wealth Advisers LLC | 40,132 | $11,645,000 | 17.33% |