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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $4,226,803 | +17.0% | 13,596 | +2.5% | 1.98% | -7.1% |
Q3 2023 | $3,612,261 | +1.5% | 13,265 | +5.4% | 2.14% | -4.3% |
Q2 2023 | $3,560,274 | -17.5% | 12,582 | -27.3% | 2.23% | -25.2% |
Q1 2023 | $4,316,622 | +17.5% | 17,305 | +0.4% | 2.98% | -0.1% |
Q4 2022 | $3,674,922 | +140.7% | 17,244 | +141.6% | 2.99% | +159.1% |
Q3 2022 | $1,527,000 | -28.2% | 7,137 | -25.3% | 1.15% | -23.4% |
Q2 2022 | $2,128,000 | -27.8% | 9,549 | -6.8% | 1.51% | +2.2% |
Q1 2022 | $2,948,000 | -14.2% | 10,251 | -4.3% | 1.47% | -0.4% |
Q4 2021 | $3,436,000 | +17.6% | 10,707 | +6.3% | 1.48% | +18.2% |
Q3 2021 | $2,922,000 | +8.0% | 10,069 | +6.7% | 1.25% | -16.4% |
Q2 2021 | $2,705,000 | +23.1% | 9,433 | +10.4% | 1.50% | -3.0% |
Q1 2021 | $2,197,000 | +3.4% | 8,547 | +1.9% | 1.54% | -17.1% |
Q4 2020 | $2,124,000 | +9.8% | 8,386 | -1.3% | 1.86% | -0.9% |
Q3 2020 | $1,934,000 | – | 8,496 | – | 1.88% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
Jentner Corp | 169,347 | $27,272,000 | 22.63% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |