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 | $13,493,207 | +0.9% | 49,551 | +6.3% | 2.72% | +6.4% |
| Q2 2023 | $13,373,146 | +48.5% | 46,601 | +29.1% | 2.56% | +37.4% |
| Q1 2023 | $9,006,914 | +28.5% | 36,109 | +9.8% | 1.86% | +22.7% |
| Q4 2022 | $7,011,442 | +1134.4% | 32,901 | +1138.7% | 1.52% | +1085.9% |
| Q3 2022 | $568,000 | -4.1% | 2,656 | 0.0% | 0.13% | -1.5% |
| Q2 2022 | $592,000 | -27.4% | 2,656 | -6.3% | 0.13% | -18.2% |
| Q1 2022 | $815,000 | -10.3% | 2,834 | 0.0% | 0.16% | -9.1% |
| Q4 2021 | $909,000 | +10.6% | 2,834 | 0.0% | 0.18% | +6.1% |
| Q3 2021 | $822,000 | +5.2% | 2,834 | +4.1% | 0.16% | +10.7% |
| Q2 2021 | $781,000 | -16.9% | 2,723 | -25.5% | 0.15% | -24.0% |
| Q1 2021 | $940,000 | +1.5% | 3,657 | 0.0% | 0.20% | +1.6% |
| Q4 2020 | $926,000 | – | 3,657 | – | 0.19% | – |
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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% |