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 ↓ |
---|---|---|---|
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% |