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 | $1,793,327 | -5.4% | 6,586 | -1.7% | 0.30% | -7.4% |
| Q2 2023 | $1,895,227 | +16.2% | 6,698 | +2.5% | 0.32% | +0.9% |
| Q1 2023 | $1,630,326 | +57.0% | 6,536 | +34.2% | 0.32% | +33.1% |
| Q4 2022 | $1,038,370 | -0.3% | 4,872 | +0.1% | 0.24% | -27.3% |
| Q3 2022 | $1,041,575 | -18.5% | 4,868 | -15.1% | 0.33% | -44.3% |
| Q2 2022 | $1,277,926 | -22.5% | 5,733 | +0.0% | 0.60% | -24.3% |
| Q1 2022 | $1,648,142 | -16.7% | 5,731 | -7.0% | 0.79% | -10.0% |
| Q4 2021 | $1,978,245 | – | 6,165 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
| Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
| Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
| Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
| Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
| Jentner Corp | 169,347 | $27,272,000 | 22.63% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
| Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
| INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
| McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |