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 | $221,399 | -13.0% | 813 | -9.6% | 0.19% | +9.1% |
| Q2 2023 | $254,374 | +19.6% | 899 | +5.4% | 0.18% | -2.8% |
| Q1 2023 | $212,718 | -24.8% | 853 | -12.3% | 0.18% | -3.7% |
| Q3 2021 | $283,000 | -12.9% | 973 | -14.1% | 0.19% | -5.1% |
| Q2 2021 | $325,000 | -19.0% | 1,133 | -28.5% | 0.20% | -40.5% |
| Q4 2020 | $401,000 | +67.1% | 1,584 | +33.1% | 0.33% | +51.4% |
| Q3 2020 | $240,000 | 0.0% | 1,190 | 0.0% | 0.22% | 0.0% |
| Q2 2020 | $240,000 | -99.8% | 1,190 | +18.9% | 0.22% | +52.8% |
| Q1 2020 | $156,795,000 | -42.1% | 1,001 | -32.6% | 0.14% | -38.7% |
| Q4 2019 | $270,610,000 | +66717.3% | 1,485 | +5.5% | 0.24% | +3.5% |
| Q1 1987 | $405,000 | – | 1,407 | – | 0.23% | – |
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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% |