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 | $800,842 | -12.0% | 2,941 | -8.6% | 0.58% | -2.0% |
| Q2 2023 | $910,531 | +13.4% | 3,218 | 0.0% | 0.60% | -1.0% |
| Q1 2023 | $802,656 | +14.6% | 3,218 | -2.1% | 0.60% | +8.5% |
| Q4 2022 | $700,352 | -1.1% | 3,286 | -0.7% | 0.55% | -12.8% |
| Q3 2022 | $708,000 | -3.4% | 3,310 | +0.7% | 0.64% | +16.7% |
| Q2 2022 | $733,000 | -21.6% | 3,287 | +1.1% | 0.54% | -9.6% |
| Q1 2022 | $935,000 | -13.9% | 3,252 | -3.9% | 0.60% | -6.4% |
| Q4 2021 | $1,086,000 | +12.2% | 3,383 | +0.3% | 0.64% | +6.3% |
| Q2 2021 | $968,000 | +9.4% | 3,374 | -2.1% | 0.60% | -10.5% |
| Q1 2021 | $885,000 | -19.3% | 3,445 | -20.4% | 0.68% | -26.6% |
| Q4 2020 | $1,097,000 | – | 4,329 | – | 0.92% | – |
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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% |