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 | $629,308 | +14.1% | 2,311 | +18.5% | 0.35% | +15.5% |
| Q2 2023 | $551,772 | +10.1% | 1,950 | -2.9% | 0.30% | +48.3% |
| Q1 2023 | $501,125 | +15.4% | 2,009 | -1.4% | 0.20% | -1.4% |
| Q4 2022 | $434,146 | -7.2% | 2,037 | -1.5% | 0.21% | -16.8% |
| Q3 2022 | $468,000 | -2.5% | 2,068 | -0.3% | 0.25% | -9.4% |
| Q2 2022 | $480,000 | -17.1% | 2,074 | +3.3% | 0.28% | -7.7% |
| Q1 2022 | $579,000 | -75.5% | 2,008 | -72.7% | 0.30% | -74.2% |
| Q4 2021 | $2,362,000 | +217.9% | 7,360 | +187.5% | 1.16% | +141.2% |
| Q3 2021 | $743,000 | +39.7% | 2,560 | +37.9% | 0.48% | +36.0% |
| Q2 2021 | $532,000 | +38.5% | 1,856 | +24.2% | 0.35% | +13.5% |
| Q1 2021 | $384,000 | +9.7% | 1,494 | +8.2% | 0.31% | -4.6% |
| Q4 2020 | $350,000 | – | 1,381 | – | 0.33% | – |
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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% |