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 | $999,378 | -8.9% | 3,670 | -5.4% | 0.15% | -4.4% |
| Q2 2023 | $1,097,320 | +13.4% | 3,878 | 0.0% | 0.16% | +6.7% |
| Q1 2023 | $967,329 | +12.1% | 3,878 | -4.2% | 0.15% | +6.4% |
| Q4 2022 | $862,882 | -0.4% | 4,049 | 0.0% | 0.14% | -11.3% |
| Q3 2022 | $866,000 | -4.1% | 4,049 | 0.0% | 0.16% | +14.4% |
| Q2 2022 | $903,000 | -23.9% | 4,049 | -1.9% | 0.14% | -13.1% |
| Q1 2022 | $1,187,000 | -0.2% | 4,127 | +11.4% | 0.16% | +2.6% |
| Q4 2021 | $1,189,000 | – | 3,704 | – | 0.16% | – |
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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% |