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 | $302,536 | +40.7% | 1,111 | +46.2% | 0.10% | +50.0% |
| Q2 2023 | $215,050 | +6.4% | 760 | -6.2% | 0.07% | +8.2% |
| Q1 2023 | $202,046 | -13.7% | 810 | +11.0% | 0.06% | +13.0% |
| Q4 2021 | $234,000 | -16.4% | 730 | -24.4% | 0.05% | -11.5% |
| Q3 2021 | $280,000 | -3.1% | 966 | 0.0% | 0.06% | +5.2% |
| Q2 2021 | $289,000 | +6.6% | 966 | -5.4% | 0.06% | +7.4% |
| Q1 2021 | $271,000 | +0.4% | 1,021 | -4.2% | 0.05% | -6.9% |
| Q4 2020 | $270,000 | +6.3% | 1,066 | 0.0% | 0.06% | +3.6% |
| Q3 2020 | $254,000 | +7.2% | 1,066 | 0.0% | 0.06% | +14.3% |
| Q2 2020 | $237,000 | – | 1,066 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 93,208 | $28,976,418 | 19.62% |
| McAlister, Sweet & Associates, Inc. | 34,017 | $10,575,205 | 9.82% |
| GoalVest Advisory LLC | 70,143 | $21,806,087 | 9.59% |
| Dentgroup LLC | 20,974 | $6,520,352 | 5.79% |
| FC Advisory LLC | 40,783 | $12,678,709 | 4.90% |
| GILL CAPITAL PARTNERS, LLC | 34,372 | $10,685,598 | 4.50% |
| CATALYST PRIVATE WEALTH, LLC | 13,596 | $4,226,803 | 1.98% |
| Agate Pass Investment Management, LLC | 7,250 | $2,253,880 | 1.31% |
| High Net Worth Advisory Group LLC | 9,096 | $2,828,705 | 1.05% |
| Compass Financial Group, INC/SD | 9,305 | $2,892,660 | 0.76% |