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 | $503,501 | +8.7% | 1,849 | +13.0% | 0.08% | +28.8% |
Q2 2023 | $463,206 | +47.6% | 1,637 | +11.1% | 0.07% | +8.2% |
Q4 2022 | $313,911 | -0.3% | 1,473 | 0.0% | 0.06% | -17.6% |
Q3 2022 | $315,000 | -4.0% | 1,473 | 0.0% | 0.07% | +4.2% |
Q2 2022 | $328,000 | -26.0% | 1,473 | -4.3% | 0.07% | -21.1% |
Q1 2022 | $443,000 | – | 1,539 | – | 0.09% | – |
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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% |