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 | $7,808,698 | +146102.9% | 27,082 | +14.4% | 3.13% | +46.8% |
Q4 2022 | $5,341 | -99.9% | 23,667 | +0.2% | 2.13% | -0.2% |
Q3 2022 | $5,038,000 | -40.5% | 23,620 | -27.3% | 2.13% | -38.3% |
Q2 2022 | $8,474,000 | -8.9% | 32,472 | +0.4% | 3.46% | -5.6% |
Q1 2022 | $9,299,000 | -12.9% | 32,334 | -2.9% | 3.66% | -7.1% |
Q4 2021 | $10,681,000 | -4.6% | 33,284 | -13.7% | 3.94% | +2.1% |
Q3 2021 | $11,191,000 | -6.8% | 38,568 | -7.9% | 3.86% | +0.7% |
Q2 2021 | $12,013,000 | +11.0% | 41,885 | -0.5% | 3.84% | -0.4% |
Q1 2021 | $10,823,000 | +9.1% | 42,107 | +7.5% | 3.85% | -6.0% |
Q4 2020 | $9,920,000 | +5.3% | 39,158 | -5.4% | 4.10% | -8.5% |
Q3 2020 | $9,417,000 | +14.1% | 41,375 | +1.3% | 4.48% | +3.6% |
Q2 2020 | $8,254,000 | +21.4% | 40,843 | -5.9% | 4.33% | +0.3% |
Q1 2020 | $6,801,000 | -14.4% | 43,405 | -0.5% | 4.31% | -1.5% |
Q4 2019 | $7,949,000 | -0.2% | 43,637 | -8.9% | 4.38% | -8.2% |
Q3 2019 | $7,965,000 | -5.9% | 47,902 | -7.6% | 4.77% | -12.6% |
Q2 2019 | $8,466,000 | +10.8% | 51,817 | +6.0% | 5.46% | +3.3% |
Q1 2019 | $7,644,000 | +16.5% | 48,866 | +0.0% | 5.28% | +3.1% |
Q4 2018 | $6,562,000 | – | 48,850 | – | 5.12% | – |
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% |