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 | $1,590,290 | -1.8% | 5,840 | +2.0% | 0.69% | -1.1% |
| Q2 2023 | $1,619,663 | +11.9% | 5,724 | -1.3% | 0.70% | +6.6% |
| Q1 2023 | $1,447,251 | +28.3% | 5,802 | +9.6% | 0.65% | +21.4% |
| Q4 2022 | $1,128,417 | +0.4% | 5,295 | +0.8% | 0.54% | -9.7% |
| Q3 2022 | $1,124,000 | -3.8% | 5,252 | +0.2% | 0.60% | -0.2% |
| Q2 2022 | $1,168,000 | -26.1% | 5,241 | -4.6% | 0.60% | -16.7% |
| Q1 2022 | $1,580,000 | -10.2% | 5,493 | +0.1% | 0.72% | -7.7% |
| Q4 2021 | $1,760,000 | +1.7% | 5,485 | -0.4% | 0.78% | -0.9% |
| Q3 2021 | $1,730,000 | +6.8% | 5,508 | -2.5% | 0.78% | -4.9% |
| Q2 2021 | $1,620,000 | +12.3% | 5,647 | +0.6% | 0.82% | +5.0% |
| Q1 2021 | $1,442,000 | +0.3% | 5,611 | -1.2% | 0.78% | -8.8% |
| Q4 2020 | $1,438,000 | +11.4% | 5,678 | +0.1% | 0.86% | -4.1% |
| Q3 2020 | $1,291,000 | +10.2% | 5,673 | -2.1% | 0.90% | +1.6% |
| Q2 2020 | $1,171,000 | +37.3% | 5,792 | +6.4% | 0.88% | +14.7% |
| Q1 2020 | $853,000 | -23.9% | 5,444 | -11.5% | 0.77% | -9.3% |
| Q4 2019 | $1,121,000 | – | 6,152 | – | 0.85% | – |
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% |