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 | $1,947,905 | +81.0% | 7,322 | +98.1% | 0.12% | +142.9% |
| Q2 2023 | $1,076,048 | +25.4% | 3,696 | +6.9% | 0.05% | -38.8% |
| Q1 2023 | $858,386 | -2.6% | 3,458 | -10.9% | 0.08% | -10.1% |
| Q4 2022 | $881,031 | -26.4% | 3,881 | -32.4% | 0.09% | -33.1% |
| Q3 2022 | $1,197,000 | -12.8% | 5,742 | +0.3% | 0.13% | -29.6% |
| Q2 2022 | $1,373,000 | -31.4% | 5,723 | -22.8% | 0.19% | -26.2% |
| Q1 2022 | $2,002,000 | -4.7% | 7,409 | -1.4% | 0.26% | 0.0% |
| Q4 2021 | $2,101,000 | -14.0% | 7,513 | -2.4% | 0.26% | -4.5% |
| Q3 2021 | $2,444,000 | +2.4% | 7,701 | -4.1% | 0.27% | -20.0% |
| Q2 2021 | $2,386,000 | +220.7% | 8,028 | +186.2% | 0.34% | +101.8% |
| Q1 2021 | $744,000 | – | 2,805 | – | 0.17% | – |
Download | ||||||
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% |