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 ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 93,208 | $28,976,418 | 19.62% |
| McAlister, Sweet & Associates, Inc. | 34,017 | $10,575,205 | 9.82% |
| GoalVest Advisory LLC | 70,143 | $21,806,087 | 9.59% |
| Dentgroup LLC | 20,974 | $6,520,352 | 5.79% |
| FC Advisory LLC | 40,783 | $12,678,709 | 4.90% |
| GILL CAPITAL PARTNERS, LLC | 34,372 | $10,685,598 | 4.50% |
| CATALYST PRIVATE WEALTH, LLC | 13,596 | $4,226,803 | 1.98% |
| Agate Pass Investment Management, LLC | 7,250 | $2,253,880 | 1.31% |
| High Net Worth Advisory Group LLC | 9,096 | $2,828,705 | 1.05% |
| Compass Financial Group, INC/SD | 9,305 | $2,892,660 | 0.76% |