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 | $13,966,533 | -2.4% | 51,289 | +1.4% | 3.89% | +2.9% |
| Q2 2023 | $14,315,760 | +27.2% | 50,593 | +12.1% | 3.78% | +21.2% |
| Q1 2023 | $11,254,155 | +81.3% | 45,118 | +54.9% | 3.12% | +70.7% |
| Q4 2022 | $6,207,156 | +77.1% | 29,127 | +77.8% | 1.83% | +57.1% |
| Q3 2022 | $3,505,000 | +4836.6% | 16,383 | +5068.1% | 1.16% | +4960.9% |
| Q2 2022 | $71,000 | -22.0% | 317 | 0.0% | 0.02% | -20.7% |
| Q1 2022 | $91,000 | -19.5% | 317 | -9.9% | 0.03% | -19.4% |
| Q4 2021 | $113,000 | +79.4% | 352 | +64.5% | 0.04% | +63.6% |
| Q3 2021 | $63,000 | +1.6% | 214 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $62,000 | – | 214 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merit Financial Group, LLC | 1,115,282 | $323,621,000 | 33.87% |
| Jentner Corp | 152,879 | $44,361,000 | 30.28% |
| Peninsula Wealth, LLC | 254,681 | $73,901,000 | 23.46% |
| Mosaic Family Wealth, LLC | 265,135 | $76,934,000 | 21.31% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 153,754 | $44,614,000 | 20.36% |
| TL Private Wealth | 116,678 | $36,099,000 | 19.73% |
| Benchmark Wealth Management, LLC | 92,271 | $26,774,000 | 18.82% |
| Corrigan Financial, Inc. | 209,121 | $60,680,576 | 18.55% |
| Avory & Company, LLC | 101,636 | $29,492,000 | 18.22% |
| Dougherty Wealth Advisers LLC | 40,132 | $11,645,000 | 17.33% |