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 | $3,280,241 | -6.4% | 12,046 | -2.8% | 3.42% | -1.4% |
| Q2 2023 | $3,505,953 | +12.8% | 12,390 | -0.5% | 3.47% | +10.1% |
| Q1 2023 | $3,106,908 | +19.1% | 12,456 | +1.8% | 3.15% | +15.4% |
| Q4 2022 | $2,607,964 | +8.9% | 12,238 | +9.9% | 2.73% | +2.0% |
| Q3 2022 | $2,394,000 | -1.2% | 11,140 | +2.5% | 2.67% | +3.7% |
| Q2 2022 | $2,423,000 | +1.2% | 10,870 | +30.5% | 2.58% | +18.1% |
| Q1 2022 | $2,395,000 | -2.8% | 8,330 | +8.5% | 2.18% | -0.8% |
| Q4 2021 | $2,465,000 | – | 7,680 | – | 2.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 154,653 | $39,752,000 | 30.97% |
| Merit Financial Group, LLC | 1,049,384 | $269,734,000 | 28.22% |
| CABANA LLC | 2,915 | $749,000 | 27.38% |
| Peninsula Wealth, LLC | 247,386 | $63,588,000 | 22.79% |
| Permanens Capital L.P. | 429,079 | $110,290,000 | 22.66% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 158,167 | $40,655,000 | 20.03% |
| Mosaic Family Wealth, LLC | 263,028 | $67,609,000 | 19.53% |
| Corrigan Financial, Inc. | 218,046 | $56,046,549 | 18.73% |
| TL Private Wealth | 110,965 | $30,198,000 | 18.52% |
| Benchmark Wealth Management, LLC | 92,253 | $23,713,000 | 17.59% |