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 | $2,203,561 | -3.8% | 8,092 | 0.0% | 1.12% | +4.2% |
| Q2 2023 | $2,289,697 | +11.9% | 8,092 | -1.4% | 1.07% | +3.7% |
| Q1 2023 | $2,046,046 | +15.1% | 8,203 | -1.7% | 1.03% | -0.6% |
| Q4 2022 | $1,778,265 | -0.4% | 8,344 | 0.0% | 1.04% | -11.1% |
| Q3 2022 | $1,785,000 | -4.0% | 8,344 | 0.0% | 1.17% | -1.1% |
| Q2 2022 | $1,860,000 | -20.9% | 8,344 | +2.1% | 1.18% | -10.1% |
| Q1 2022 | $2,350,000 | -5.4% | 8,172 | +5.6% | 1.31% | +5.2% |
| Q4 2021 | $2,485,000 | +11.3% | 7,742 | +0.6% | 1.25% | -0.8% |
| Q3 2021 | $2,233,000 | -0.8% | 7,695 | -2.0% | 1.26% | -2.3% |
| Q2 2021 | $2,252,000 | +37.0% | 7,853 | +21.0% | 1.29% | +11.5% |
| Q1 2021 | $1,644,000 | +0.1% | 6,488 | 0.0% | 1.16% | +4.9% |
| Q4 2020 | $1,643,000 | – | 6,488 | – | 1.10% | – |
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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% |