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 | $10,563,296 | -5.8% | 38,791 | -2.1% | 10.22% | -1.4% |
| Q2 2023 | $11,208,222 | +12.4% | 39,611 | -0.9% | 10.37% | +5.3% |
| Q1 2023 | $9,974,014 | +15.8% | 39,986 | -1.0% | 9.84% | +12.1% |
| Q4 2022 | $8,611,695 | +4.0% | 40,410 | +4.5% | 8.78% | +1.9% |
| Q3 2022 | $8,277,000 | -3.2% | 38,686 | +0.8% | 8.61% | +2.9% |
| Q2 2022 | $8,554,000 | -18.4% | 38,377 | +5.3% | 8.37% | -4.4% |
| Q1 2022 | $10,486,000 | -9.3% | 36,460 | +1.2% | 8.76% | -2.7% |
| Q4 2021 | $11,558,000 | +7.3% | 36,017 | -3.0% | 8.99% | -0.2% |
| Q3 2021 | $10,776,000 | +0.1% | 37,137 | -1.1% | 9.02% | -1.3% |
| Q2 2021 | $10,766,000 | +12.4% | 37,538 | +0.8% | 9.14% | +4.1% |
| Q1 2021 | $9,576,000 | +1.6% | 37,253 | +0.1% | 8.78% | +0.3% |
| Q4 2020 | $9,426,000 | – | 37,205 | – | 8.76% | – |
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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% |