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 | $353,507 | -5.2% | 1,298 | -1.4% | 0.32% | -7.3% |
Q2 2023 | $372,784 | +9.8% | 1,317 | -3.3% | 0.34% | +0.3% |
Q1 2023 | $339,630 | +18.6% | 1,362 | +1.3% | 0.34% | +8.3% |
Q4 2022 | $286,473 | -0.2% | 1,344 | 0.0% | 0.32% | -9.5% |
Q3 2022 | $287,000 | -3.7% | 1,344 | +0.4% | 0.35% | -3.1% |
Q2 2022 | $298,000 | -15.1% | 1,338 | +9.7% | 0.36% | -2.7% |
Q1 2022 | $351,000 | -20.2% | 1,220 | -11.0% | 0.37% | -17.1% |
Q4 2021 | $440,000 | – | 1,371 | – | 0.44% | – |
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% |