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 | $1,004,483 | +35.7% | 3,689 | +41.0% | 0.76% | +36.4% |
| Q2 2023 | $740,289 | +26.5% | 2,616 | +11.5% | 0.56% | +17.9% |
| Q1 2023 | $585,086 | +39.2% | 2,346 | +19.0% | 0.48% | +29.8% |
| Q4 2022 | $420,189 | -25.0% | 1,972 | -24.6% | 0.37% | -30.7% |
| Q3 2022 | $560,000 | -10.4% | 2,616 | -6.7% | 0.53% | -8.3% |
| Q2 2022 | $625,000 | -21.2% | 2,803 | +1.6% | 0.58% | -8.3% |
| Q1 2022 | $793,000 | +167.9% | 2,758 | +199.5% | 0.63% | +161.7% |
| Q4 2021 | $296,000 | – | 921 | – | 0.24% | – |
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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% |