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 | $16,130,369 | +13.9% | 59,235 | +18.3% | 7.24% | +6.9% |
| Q2 2023 | $14,166,676 | +51.1% | 50,066 | +33.2% | 6.77% | +52.2% |
| Q1 2023 | $9,378,161 | +250.8% | 37,597 | +199.7% | 4.45% | +264.4% |
| Q4 2022 | $2,673,000 | +17.3% | 12,545 | +17.8% | 1.22% | -12.5% |
| Q3 2022 | $2,279,000 | +912.9% | 10,651 | +954.6% | 1.40% | +910.9% |
| Q2 2022 | $225,000 | +10.3% | 1,010 | +42.7% | 0.14% | +8.7% |
| Q1 2022 | $204,000 | – | 708 | – | 0.13% | – |
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% |