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 | $941,002 | -18.4% | 3,456 | -15.2% | 0.14% | -5.4% |
Q2 2023 | $1,153,284 | +26.2% | 4,076 | +11.2% | 0.15% | +24.2% |
Q1 2023 | $913,858 | +16.3% | 3,664 | -0.7% | 0.12% | +10.1% |
Q4 2022 | $786,054 | +15.8% | 3,688 | +16.2% | 0.11% | 0.0% |
Q3 2022 | $679,000 | -5.0% | 3,175 | -1.0% | 0.11% | -0.9% |
Q2 2022 | $715,000 | -26.1% | 3,206 | -4.7% | 0.11% | -15.4% |
Q1 2022 | $968,000 | -5.5% | 3,365 | +5.5% | 0.13% | -4.4% |
Q4 2021 | $1,024,000 | +6.6% | 3,190 | +1.9% | 0.14% | +4.6% |
Q3 2021 | $961,000 | +9.3% | 3,131 | +2.1% | 0.13% | +7.4% |
Q2 2021 | $879,000 | +14.3% | 3,066 | +2.5% | 0.12% | +6.1% |
Q1 2021 | $769,000 | +0.4% | 2,991 | -1.1% | 0.11% | -13.6% |
Q4 2020 | $766,000 | – | 3,023 | – | 0.13% | – |
Download |
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% |