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 ↓ |
|---|---|---|---|
| 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% |