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 | $1,676,067 | -3.9% | 6,155 | -0.2% | 1.03% | +0.3% |
| Q2 2023 | $1,744,732 | +18.3% | 6,166 | +4.3% | 1.02% | +10.0% |
| Q1 2023 | $1,474,941 | +14.3% | 5,913 | -2.3% | 0.93% | +6.9% |
| Q4 2022 | $1,289,955 | -0.6% | 6,053 | -0.2% | 0.87% | -6.2% |
| Q3 2022 | $1,298,000 | -3.9% | 6,067 | 0.0% | 0.93% | -0.7% |
| Q2 2022 | $1,351,000 | -22.6% | 6,067 | 0.0% | 0.94% | -9.6% |
| Q1 2022 | $1,745,000 | +39.8% | 6,067 | +56.0% | 1.04% | +34.6% |
| Q4 2021 | $1,248,000 | +10.3% | 3,889 | -0.2% | 0.77% | -6.3% |
| Q3 2021 | $1,131,000 | +5.5% | 3,896 | +4.2% | 0.82% | +4.5% |
| Q2 2021 | $1,072,000 | +11.9% | 3,738 | +0.3% | 0.79% | -1.9% |
| Q1 2021 | $958,000 | +1.8% | 3,727 | +0.3% | 0.80% | +1.3% |
| Q4 2020 | $941,000 | – | 3,715 | – | 0.79% | – |
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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% |