Agate Pass Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.

Quarter-by-quarter ownership
Agate Pass Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$5,657,654
+29.6%
15,127
+19.3%
3.01%
+28.5%
Q1 2024$4,365,837
+93.7%
12,684
+75.0%
2.34%
+79.3%
Q4 2023$2,253,880
+57.4%
7,250
+37.8%
1.31%
+34.6%
Q3 2023$1,432,351
+20.7%
5,260
+25.4%
0.97%
+34.9%
Q2 2023$1,186,734
+75.8%
4,194
+54.9%
0.72%
+62.9%
Q1 2023$675,234
+82.9%
2,707
+56.3%
0.44%
+69.3%
Q4 2022$369,107
+15.7%
1,732
+16.2%
0.26%
+7.4%
Q3 2022$319,000
+11.5%
1,490
+50.1%
0.24%
+35.8%
Q1 2022$286,000
+9.2%
993
+21.4%
0.18%
+9.8%
Q4 2021$262,0008180.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders