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 | $5,882,626 | -8.0% | 21,603 | -4.4% | 1.54% | -8.8% |
Q2 2023 | $6,394,503 | +9.6% | 22,599 | -3.4% | 1.69% | +3.4% |
Q1 2023 | $5,835,284 | +14.1% | 23,394 | -2.5% | 1.63% | +9.5% |
Q4 2022 | $5,115,161 | -4.2% | 24,002 | -3.8% | 1.49% | -6.3% |
Q3 2022 | $5,339,000 | -4.6% | 24,953 | -0.6% | 1.59% | -5.1% |
Q2 2022 | $5,597,000 | -24.5% | 25,112 | -2.6% | 1.67% | -14.5% |
Q1 2022 | $7,417,000 | -8.8% | 25,789 | +1.7% | 1.96% | -8.1% |
Q4 2021 | $8,137,000 | +13.3% | 25,357 | +2.4% | 2.13% | +2.4% |
Q3 2021 | $7,183,000 | +1.9% | 24,755 | +0.7% | 2.08% | +6.5% |
Q2 2021 | $7,050,000 | +15.1% | 24,580 | +3.2% | 1.96% | +16.9% |
Q1 2021 | $6,124,000 | -0.3% | 23,826 | -1.8% | 1.67% | -7.8% |
Q4 2020 | $6,144,000 | +14.0% | 24,255 | -0.3% | 1.81% | +5.0% |
Q3 2020 | $5,391,000 | – | 24,338 | – | 1.73% | – |
Download |
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% |