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 | $493,867 | +9.2% | 1,814 | +13.5% | 0.15% | +13.2% |
Q2 2023 | $452,273 | +25.8% | 1,598 | +10.9% | 0.13% | +19.4% |
Q1 2023 | $359,513 | +22.6% | 1,441 | +4.7% | 0.11% | +17.4% |
Q4 2022 | $293,170 | -0.3% | 1,376 | +0.2% | 0.09% | -6.1% |
Q3 2022 | $294,000 | -3.9% | 1,373 | +0.1% | 0.10% | -6.7% |
Q2 2022 | $306,000 | -21.7% | 1,371 | +1.0% | 0.10% | -9.5% |
Q1 2022 | $391,000 | -13.5% | 1,358 | -3.5% | 0.12% | -16.5% |
Q4 2021 | $452,000 | +15.9% | 1,407 | +4.6% | 0.14% | +6.9% |
Q3 2021 | $390,000 | +7.1% | 1,345 | +6.0% | 0.13% | +8.3% |
Q2 2021 | $364,000 | -14.6% | 1,269 | -23.5% | 0.12% | -16.7% |
Q1 2021 | $426,000 | +10.9% | 1,659 | +9.6% | 0.14% | +5.1% |
Q4 2020 | $384,000 | +14.3% | 1,514 | +2.5% | 0.14% | +0.7% |
Q3 2020 | $336,000 | +17.9% | 1,477 | +4.6% | 0.14% | +10.6% |
Q2 2020 | $285,000 | +46.2% | 1,412 | +13.4% | 0.12% | +25.5% |
Q1 2020 | $195,000 | -7.6% | 1,245 | +7.7% | 0.10% | +15.3% |
Q4 2019 | $211,000 | – | 1,156 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
Jentner Corp | 169,347 | $27,272,000 | 22.63% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |