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 | $327,589 | -9.3% | 1,203 | -5.7% | 0.10% | -1.9% |
| Q2 2023 | $361,057 | +13.4% | 1,276 | 0.0% | 0.11% | +10.3% |
| Q1 2023 | $318,285 | +18.3% | 1,276 | +1.1% | 0.10% | +12.8% |
| Q4 2022 | $268,945 | -0.4% | 1,262 | 0.0% | 0.09% | -10.4% |
| Q3 2022 | $270,000 | -3.9% | 1,262 | 0.0% | 0.10% | -3.0% |
| Q2 2022 | $281,000 | -34.3% | 1,262 | -15.1% | 0.10% | -24.4% |
| Q1 2022 | $428,000 | -98.2% | 1,487 | -98.0% | 0.13% | -98.2% |
| Q4 2021 | $23,898,000 | – | 74,472 | – | 7.26% | – |
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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% |