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 | $6,326,348 | +34.1% | 23,232 | +39.3% | 4.11% | +28.5% |
| Q2 2023 | $4,718,365 | +151372.4% | 16,675 | +33.5% | 3.20% | +9.4% |
| Q1 2023 | $3,115 | +56.8% | 12,486 | +33.9% | 2.92% | +55.9% |
| Q4 2022 | $1,987 | -99.9% | 9,326 | +37.2% | 1.87% | +47.4% |
| Q3 2022 | $1,454,000 | +31.0% | 6,797 | +36.5% | 1.27% | +37.4% |
| Q2 2022 | $1,110,000 | -56.1% | 4,981 | -43.3% | 0.92% | -47.2% |
| Q1 2022 | $2,529,000 | -1.6% | 8,792 | +6.6% | 1.75% | +85.9% |
| Q4 2021 | $2,570,000 | +250.1% | 8,251 | +226.3% | 0.94% | +59.6% |
| Q3 2021 | $734,000 | +7.9% | 2,529 | +6.6% | 0.59% | +8.0% |
| Q2 2021 | $680,000 | – | 2,372 | – | 0.55% | – |
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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% |