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 | $788,610 | -3.9% | 2,896 | -0.1% | 0.30% | +1.0% |
| Q2 2023 | $820,301 | +13.4% | 2,899 | 0.0% | 0.30% | +6.9% |
| Q1 2023 | $723,127 | +9.5% | 2,899 | -6.5% | 0.28% | +2.6% |
| Q4 2022 | $660,428 | -1.7% | 3,099 | -1.4% | 0.27% | -11.2% |
| Q3 2022 | $672,000 | -5.0% | 3,143 | -0.9% | 0.30% | -4.7% |
| Q2 2022 | $707,000 | -21.0% | 3,172 | +1.9% | 0.32% | -12.1% |
| Q1 2022 | $895,000 | -13.3% | 3,112 | -3.2% | 0.36% | -20.6% |
| Q4 2021 | $1,032,000 | – | 3,216 | – | 0.46% | – |
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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% |