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 | $21,466,742 | -5.5% | 78,832 | -1.8% | 11.77% | -4.8% |
| Q2 2023 | $22,711,785 | +11.6% | 80,265 | -1.6% | 12.36% | +5.7% |
| Q1 2023 | $20,353,556 | +18.4% | 81,597 | +1.2% | 11.69% | +0.5% |
| Q4 2022 | $17,190,731 | -5.7% | 80,666 | -5.3% | 11.63% | -17.7% |
| Q3 2022 | $18,221,000 | -0.2% | 85,165 | +3.9% | 14.12% | +4.3% |
| Q2 2022 | $18,264,000 | -12.3% | 81,944 | +13.1% | 13.55% | -3.6% |
| Q1 2022 | $20,834,000 | -4.2% | 72,443 | +6.9% | 14.05% | -7.9% |
| Q4 2021 | $21,756,000 | +11.9% | 67,795 | +1.2% | 15.25% | +1.5% |
| Q3 2021 | $19,442,000 | -10.0% | 67,000 | -11.1% | 15.02% | -5.0% |
| Q2 2021 | $21,606,000 | +16.2% | 75,331 | +4.1% | 15.81% | +7.3% |
| Q1 2021 | $18,598,000 | +3.3% | 72,355 | +1.8% | 14.74% | -5.1% |
| Q4 2020 | $18,000,000 | +12.1% | 71,050 | +0.7% | 15.54% | -4.0% |
| Q3 2020 | $16,059,000 | -5.4% | 70,553 | -16.0% | 16.18% | -10.5% |
| Q2 2020 | $16,972,000 | +22.9% | 83,984 | -4.7% | 18.08% | +4.4% |
| Q1 2020 | $13,807,000 | -18.4% | 88,120 | -5.2% | 17.31% | +0.2% |
| Q4 2019 | $16,929,000 | +8.1% | 92,931 | -1.3% | 17.27% | +3.2% |
| Q3 2019 | $15,655,000 | -2.5% | 94,149 | -4.1% | 16.73% | +4.6% |
| Q2 2019 | $16,049,000 | +1.1% | 98,225 | -3.2% | 16.00% | +0.9% |
| Q1 2019 | $15,872,000 | +10.8% | 101,471 | -4.8% | 15.86% | +1.2% |
| Q4 2018 | $14,323,000 | -15.1% | 106,623 | +1.8% | 15.66% | +6.1% |
| Q3 2018 | $16,868,000 | +1.8% | 104,746 | -5.3% | 14.77% | -2.1% |
| Q2 2018 | $16,571,000 | +4.3% | 110,611 | -1.2% | 15.09% | +1.4% |
| Q1 2018 | $15,889,000 | -0.3% | 111,987 | -1.2% | 14.88% | +8.2% |
| Q4 2017 | $15,942,000 | – | 113,342 | – | 13.75% | – |
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% |