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 | $522,836 | -11.6% | 1,920 | -8.2% | 0.42% | -16.3% |
| Q2 2023 | $591,669 | +25.4% | 2,091 | +10.6% | 0.50% | -5.2% |
| Q1 2023 | $471,691 | -3.4% | 1,891 | -17.5% | 0.52% | -13.3% |
| Q4 2022 | $488,235 | -15.2% | 2,291 | -14.9% | 0.60% | -22.6% |
| Q3 2022 | $576,000 | -5.3% | 2,691 | -1.3% | 0.78% | +10.0% |
| Q2 2022 | $608,000 | -23.0% | 2,727 | -0.7% | 0.71% | -4.5% |
| Q1 2022 | $790,000 | -11.7% | 2,747 | -1.5% | 0.74% | -6.9% |
| Q4 2021 | $895,000 | – | 2,788 | – | 0.80% | – |
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% |