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 | $3,682,885 | -1.6% | 13,525 | +2.2% | 2.50% | -4.5% |
| Q2 2023 | $3,744,319 | +21.0% | 13,233 | +6.7% | 2.61% | +6.8% |
| Q1 2023 | $3,094,580 | +11.4% | 12,406 | -4.8% | 2.45% | -0.9% |
| Q4 2022 | $2,776,948 | +11.3% | 13,031 | +11.7% | 2.47% | +6.8% |
| Q3 2022 | $2,495,000 | +8.1% | 11,662 | +12.6% | 2.31% | +11.6% |
| Q2 2022 | $2,308,000 | -11.1% | 10,354 | +14.7% | 2.07% | -10.0% |
| Q1 2022 | $2,597,000 | +2.1% | 9,030 | +14.0% | 2.30% | +3.7% |
| Q4 2021 | $2,543,000 | +13.8% | 7,924 | +2.9% | 2.22% | +6.4% |
| Q3 2021 | $2,234,000 | +3.6% | 7,698 | +2.4% | 2.08% | +0.3% |
| Q2 2021 | $2,156,000 | +9.8% | 7,516 | -1.6% | 2.08% | +0.0% |
| Q1 2021 | $1,963,000 | -12.2% | 7,638 | -13.5% | 2.08% | -5.3% |
| Q4 2020 | $2,236,000 | – | 8,829 | – | 2.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cable Hill Partners, LLC | 363,655 | $38,966,000 | 29.83% |
| Permanens Capital L.P. | 244,786 | $25,607,000 | 25.23% |
| INR ADVISORY SERVICES LLC | 1,033,330 | $108,097,000 | 19.01% |
| VISTA CAPITAL PARTNERS, INC. | 534,436 | $55,907,000 | 17.30% |
| Edelman Financial Services, LLC | 10,260,112 | $1,073,310,000 | 16.74% |
| IBBOTSON ASSOCIATES INC | 184,456 | $19,296,000 | 14.90% |
| Waverly Advisors, LLC | 279,887 | $29,279,000 | 14.81% |
| INSPIRION WEALTH ADVISORS, LLC | 175,172 | $18,325,000 | 14.75% |
| Financial Planning & Information Services, Inc. | 189,900 | $19,865,000 | 12.81% |
| Noven Financial Group, Inc. | 167,726 | $17,546,000 | 12.64% |