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 | $1,671,166 | +1.1% | 6,137 | +5.1% | 1.07% | +6.5% |
| Q2 2023 | $1,652,486 | +8.4% | 5,840 | -4.4% | 1.01% | +2.3% |
| Q1 2023 | $1,524,328 | -1.4% | 6,111 | -15.8% | 0.98% | -4.4% |
| Q4 2022 | $1,545,900 | -10.5% | 7,254 | -10.2% | 1.03% | -14.8% |
| Q3 2022 | $1,727,000 | -5.1% | 8,074 | -1.1% | 1.21% | -2.2% |
| Q2 2022 | $1,820,000 | -29.0% | 8,166 | -8.4% | 1.24% | -13.9% |
| Q1 2022 | $2,563,000 | +2.0% | 8,911 | -0.0% | 1.44% | +8.9% |
| Q4 2021 | $2,512,000 | -10.3% | 8,913 | +1.0% | 1.32% | -3.8% |
| Q3 2021 | $2,800,000 | +7.0% | 8,823 | -1.0% | 1.37% | -1.3% |
| Q2 2021 | $2,617,000 | +7.1% | 8,911 | -0.8% | 1.39% | -2.8% |
| Q1 2021 | $2,444,000 | +9.8% | 8,981 | +2.3% | 1.43% | +1.3% |
| Q4 2020 | $2,225,000 | +24.9% | 8,781 | +16.5% | 1.41% | +10.0% |
| Q3 2020 | $1,781,000 | +49.3% | 7,535 | +29.7% | 1.28% | +26.1% |
| Q2 2020 | $1,193,000 | +24.9% | 5,811 | +1.0% | 1.02% | +6.7% |
| Q1 2020 | $955,000 | +23.2% | 5,751 | +35.2% | 0.95% | +35.8% |
| Q4 2019 | $775,000 | – | 4,255 | – | 0.70% | – |
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% |