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 | $12,223,403 | -27.6% | 44,888 | -24.8% | 3.62% | -39.2% |
| Q2 2023 | $16,885,159 | +9.3% | 59,673 | -3.6% | 5.96% | +3.2% |
| Q1 2023 | $15,443,995 | -6.3% | 61,915 | -19.9% | 5.78% | -8.3% |
| Q4 2022 | $16,474,832 | +5.2% | 77,307 | +5.6% | 6.30% | -8.7% |
| Q3 2022 | $15,666,000 | +33.1% | 73,223 | +38.6% | 6.90% | +24.2% |
| Q2 2022 | $11,771,000 | -15.1% | 52,812 | +9.5% | 5.56% | -7.6% |
| Q1 2022 | $13,871,000 | -0.5% | 48,229 | +11.1% | 6.02% | -0.7% |
| Q4 2021 | $13,935,000 | +6.1% | 43,425 | -4.1% | 6.06% | -5.1% |
| Q3 2021 | $13,133,000 | +2.6% | 45,260 | +1.4% | 6.38% | +2.5% |
| Q2 2021 | $12,801,000 | +14.0% | 44,633 | +2.2% | 6.23% | +8.2% |
| Q1 2021 | $11,226,000 | -19.0% | 43,673 | -20.1% | 5.76% | -23.2% |
| Q4 2020 | $13,855,000 | +11.5% | 54,690 | +0.1% | 7.49% | +1.9% |
| Q3 2020 | $12,429,000 | +9.9% | 54,609 | -2.4% | 7.35% | +6.1% |
| Q2 2020 | $11,312,000 | +28.1% | 55,976 | -0.7% | 6.93% | +1.1% |
| Q1 2020 | $8,832,000 | -15.0% | 56,368 | -1.1% | 6.86% | +15.6% |
| Q4 2019 | $10,388,000 | +8.3% | 57,021 | -0.5% | 5.93% | -0.5% |
| Q3 2019 | $9,588,000 | -0.5% | 57,280 | +0.5% | 5.96% | +0.3% |
| Q2 2019 | $9,640,000 | +8.5% | 56,985 | +2.9% | 5.94% | +3.8% |
| Q1 2019 | $8,881,000 | +17.0% | 55,368 | -2.0% | 5.73% | +0.9% |
| Q4 2018 | $7,588,000 | -6.2% | 56,491 | +12.5% | 5.68% | +37.2% |
| Q3 2018 | $8,090,000 | +10.6% | 50,236 | +2.9% | 4.14% | +3.2% |
| Q2 2018 | $7,317,000 | +7.5% | 48,839 | +1.8% | 4.01% | +1.2% |
| Q1 2018 | $6,805,000 | +61.6% | 47,963 | +60.2% | 3.96% | +4.8% |
| Q4 2017 | $4,212,000 | – | 29,945 | – | 3.78% | – |
Download | ||||||
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% |