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 | $9,251,032 | -3.8% | 33,872 | -1.0% | 1.02% | -2.9% |
| Q2 2023 | $9,619,450 | +7.5% | 34,226 | -5.4% | 1.06% | +2.4% |
| Q1 2023 | $8,950,893 | +5.4% | 36,187 | -5.3% | 1.03% | -8.2% |
| Q4 2022 | $8,492,987 | +9.2% | 38,193 | +4.9% | 1.12% | -11.5% |
| Q3 2022 | $7,777,000 | -8.3% | 36,398 | +0.8% | 1.27% | +0.8% |
| Q2 2022 | $8,483,000 | -15.5% | 36,124 | +0.4% | 1.26% | -4.0% |
| Q1 2022 | $10,039,000 | -19.7% | 35,993 | -7.6% | 1.31% | -14.7% |
| Q4 2021 | $12,501,000 | -7.9% | 38,955 | -16.7% | 1.54% | -10.7% |
| Q3 2021 | $13,577,000 | +0.2% | 46,790 | -0.9% | 1.72% | -2.5% |
| Q2 2021 | $13,544,000 | +10.0% | 47,223 | -1.4% | 1.77% | +2.2% |
| Q1 2021 | $12,316,000 | -5.8% | 47,915 | -7.2% | 1.73% | -5.7% |
| Q4 2020 | $13,077,000 | +5.4% | 51,619 | -5.3% | 1.83% | -4.9% |
| Q3 2020 | $12,406,000 | +0.4% | 54,506 | -10.9% | 1.93% | +1.5% |
| Q2 2020 | $12,362,000 | +9.9% | 61,169 | -14.8% | 1.90% | -4.2% |
| Q1 2020 | $11,251,000 | -16.7% | 71,807 | -3.1% | 1.98% | -6.6% |
| Q4 2019 | $13,499,000 | +0.3% | 74,099 | -8.4% | 2.12% | +3.9% |
| Q3 2019 | $13,458,000 | -1.4% | 80,937 | -3.1% | 2.04% | -2.0% |
| Q2 2019 | $13,651,000 | +1.2% | 83,547 | -3.2% | 2.08% | -9.0% |
| Q1 2019 | $13,494,000 | – | 86,268 | – | 2.29% | – |
Download | ||||||
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% |