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 | $21,806,087 | +58.9% | 70,143 | +39.2% | 9.59% | +39.4% |
Q3 2023 | $13,725,538 | +19.9% | 50,404 | +24.5% | 6.88% | +16.4% |
Q2 2023 | $11,451,108 | +33.4% | 40,469 | +17.6% | 5.91% | +17.5% |
Q1 2023 | $8,585,297 | +39.3% | 34,423 | +19.0% | 5.03% | +26.4% |
Q4 2022 | $6,162,928 | +15.1% | 28,919 | +15.5% | 3.98% | +6.0% |
Q3 2022 | $5,355,000 | +9.9% | 25,030 | +17.6% | 3.75% | +21.6% |
Q2 2022 | $4,872,000 | -61.4% | 21,279 | -51.5% | 3.09% | -56.7% |
Q1 2022 | $12,621,000 | +148.6% | 43,883 | +147.9% | 7.12% | +126.0% |
Q2 2021 | $5,076,000 | +3052.8% | 17,699 | +2727.3% | 3.15% | +2525.0% |
Q1 2021 | $161,000 | -1.8% | 626 | -3.5% | 0.12% | -13.0% |
Q4 2020 | $164,000 | – | 649 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bromfield Sneider Wealth Advisors | 93,208 | $28,976,418 | 19.62% |
McAlister, Sweet & Associates, Inc. | 34,017 | $10,575,205 | 9.82% |
GoalVest Advisory LLC | 70,143 | $21,806,087 | 9.59% |
Dentgroup LLC | 20,974 | $6,520,352 | 5.79% |
FC Advisory LLC | 40,783 | $12,678,709 | 4.90% |
GILL CAPITAL PARTNERS, LLC | 34,372 | $10,685,598 | 4.50% |
CATALYST PRIVATE WEALTH, LLC | 13,596 | $4,226,803 | 1.98% |
Agate Pass Investment Management, LLC | 7,250 | $2,253,880 | 1.31% |
High Net Worth Advisory Group LLC | 9,096 | $2,828,705 | 1.05% |
Compass Financial Group, INC/SD | 9,305 | $2,892,660 | 0.76% |