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 | $286,743 | -15.1% | 1,053 | -11.7% | 0.30% | -10.5% |
| Q2 2023 | $337,572 | -2.3% | 1,193 | -13.9% | 0.33% | -8.0% |
| Q1 2023 | $345,474 | +19.7% | 1,385 | +2.3% | 0.36% | +63.3% |
| Q4 2022 | $288,551 | +10.6% | 1,354 | +10.8% | 0.22% | -6.0% |
| Q3 2022 | $261,000 | +289.6% | 1,222 | +307.3% | 0.24% | +312.3% |
| Q2 2022 | $67,000 | -52.5% | 300 | -31.5% | 0.06% | -30.5% |
| Q4 2021 | $141,000 | -2.8% | 438 | -12.2% | 0.08% | -18.8% |
| Q3 2021 | $145,000 | – | 499 | – | 0.10% | – |
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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% |