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 | $7,211,783 | -3.3% | 26,484 | +0.5% | 4.06% | -2.5% |
| Q2 2023 | $7,456,030 | +14.0% | 26,350 | +0.5% | 4.17% | +11.3% |
| Q1 2023 | $6,542,264 | +17.3% | 26,230 | +0.2% | 3.74% | +13.9% |
| Q4 2022 | $5,577,350 | -0.3% | 26,171 | +0.1% | 3.29% | -9.8% |
| Q3 2022 | $5,593,000 | -4.3% | 26,141 | -0.3% | 3.65% | +1.1% |
| Q2 2022 | $5,846,000 | -19.9% | 26,227 | +3.4% | 3.61% | -5.7% |
| Q1 2022 | $7,294,000 | -7.4% | 25,361 | +3.3% | 3.83% | -4.5% |
| Q4 2021 | $7,878,000 | +17.6% | 24,550 | +6.4% | 4.00% | +0.9% |
| Q3 2021 | $6,697,000 | +19.8% | 23,078 | +18.5% | 3.97% | +18.2% |
| Q2 2021 | $5,588,000 | +25.9% | 19,483 | +12.9% | 3.36% | +16.3% |
| Q1 2021 | $4,437,000 | +0.1% | 17,261 | -1.3% | 2.89% | -9.4% |
| Q4 2020 | $4,431,000 | +13.3% | 17,490 | +1.8% | 3.19% | -6.3% |
| Q3 2020 | $3,910,000 | +10.2% | 17,176 | -2.1% | 3.40% | -0.1% |
| Q2 2020 | $3,547,000 | +26.8% | 17,553 | -1.6% | 3.41% | +1.9% |
| Q1 2020 | $2,797,000 | -23.2% | 17,844 | -10.8% | 3.34% | +1.7% |
| Q4 2019 | $3,643,000 | – | 19,998 | – | 3.29% | – |
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% |