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 | $35,874,391 | +19.1% | 131,741 | +23.7% | 3.53% | +26.6% |
| Q2 2023 | $30,128,166 | +19.9% | 106,475 | +5.7% | 2.79% | +22.0% |
| Q1 2023 | $25,137,066 | -12.8% | 100,774 | -25.5% | 2.29% | -14.1% |
| Q4 2022 | $28,838,684 | +20.1% | 135,323 | +20.5% | 2.66% | +15.3% |
| Q3 2022 | $24,018,000 | +1.1% | 112,258 | +5.3% | 2.31% | +8.5% |
| Q2 2022 | $23,756,000 | -22.0% | 106,585 | +0.7% | 2.13% | -12.0% |
| Q1 2022 | $30,453,000 | -34.0% | 105,887 | -26.4% | 2.42% | -31.3% |
| Q4 2021 | $46,142,000 | +9.4% | 143,789 | -1.1% | 3.52% | +3.9% |
| Q3 2021 | $42,187,000 | -9.0% | 145,388 | -10.0% | 3.39% | -7.8% |
| Q2 2021 | $46,349,000 | +3.7% | 161,603 | -7.0% | 3.68% | -1.2% |
| Q1 2021 | $44,677,000 | -15.3% | 173,813 | -16.5% | 3.72% | -22.4% |
| Q4 2020 | $52,756,000 | +11.4% | 208,245 | +0.1% | 4.80% | +1.3% |
| Q3 2020 | $47,363,000 | +9.8% | 208,089 | -2.5% | 4.73% | +6.1% |
| Q2 2020 | $43,126,000 | +24.3% | 213,401 | -3.6% | 4.46% | +7.3% |
| Q1 2020 | $34,694,000 | -21.0% | 221,418 | -8.2% | 4.16% | +0.3% |
| Q4 2019 | $43,937,000 | +9.9% | 241,184 | +0.4% | 4.14% | +5.8% |
| Q3 2019 | $39,962,000 | +10.5% | 240,331 | +8.6% | 3.92% | +9.7% |
| Q2 2019 | $36,174,000 | +2.3% | 221,394 | -2.0% | 3.57% | -0.5% |
| Q1 2019 | $35,350,000 | +13.7% | 225,992 | -2.4% | 3.59% | +1.6% |
| Q4 2018 | $31,098,000 | -31.7% | 231,502 | -18.1% | 3.53% | -22.5% |
| Q3 2018 | $45,530,000 | +16.4% | 282,722 | +8.2% | 4.56% | -0.8% |
| Q2 2018 | $39,131,000 | +31.6% | 261,203 | +24.7% | 4.59% | +43.1% |
| Q1 2018 | $29,727,000 | +39.2% | 209,523 | +38.0% | 3.21% | +37.0% |
| Q4 2017 | $21,354,000 | +113.0% | 151,819 | +101.1% | 2.34% | +104.5% |
| Q3 2017 | $10,023,000 | +1.5% | 75,509 | -2.8% | 1.15% | -0.1% |
| Q2 2017 | $9,873,000 | -6.8% | 77,716 | -10.7% | 1.15% | -10.1% |
| Q1 2017 | $10,593,000 | +33.2% | 87,072 | +22.1% | 1.28% | +21.2% |
| Q4 2016 | $7,950,000 | -14.6% | 71,323 | -14.0% | 1.05% | -8.0% |
| Q3 2016 | $9,311,000 | -12.1% | 82,921 | -16.1% | 1.14% | -16.4% |
| Q2 2016 | $10,598,000 | -47.4% | 98,866 | -47.7% | 1.37% | -50.1% |
| Q1 2016 | $20,140,000 | +5.0% | 189,200 | +4.9% | 2.74% | +4.0% |
| Q4 2015 | $19,190,000 | +8.4% | 180,378 | +2.1% | 2.64% | +6.3% |
| Q3 2015 | $17,710,000 | +516.9% | 176,582 | +558.3% | 2.48% | +545.8% |
| Q2 2015 | $2,871,000 | -15.7% | 26,823 | -17.6% | 0.38% | -14.9% |
| Q1 2015 | $3,407,000 | +1.4% | 32,571 | +1.2% | 0.45% | -2.0% |
| Q4 2014 | $3,361,000 | +4.1% | 32,193 | -0.6% | 0.46% | +0.9% |
| Q3 2014 | $3,229,000 | -16.0% | 32,394 | -16.6% | 0.46% | +4.8% |
| Q2 2014 | $3,843,000 | -12.6% | 38,856 | -17.4% | 0.44% | -14.5% |
| Q1 2014 | $4,396,000 | +7.9% | 47,033 | +7.4% | 0.51% | +5.8% |
| Q4 2013 | $4,074,000 | +14.4% | 43,783 | +4.1% | 0.48% | +8.6% |
| Q3 2013 | $3,560,000 | +2.2% | 42,065 | -5.7% | 0.44% | -2.0% |
| Q2 2013 | $3,485,000 | – | 44,585 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 154,653 | $39,752,000 | 30.97% |
| Merit Financial Group, LLC | 1,049,384 | $269,734,000 | 28.22% |
| CABANA LLC | 2,915 | $749,000 | 27.38% |
| Peninsula Wealth, LLC | 247,386 | $63,588,000 | 22.79% |
| Permanens Capital L.P. | 429,079 | $110,290,000 | 22.66% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 158,167 | $40,655,000 | 20.03% |
| Mosaic Family Wealth, LLC | 263,028 | $67,609,000 | 19.53% |
| Corrigan Financial, Inc. | 218,046 | $56,046,549 | 18.73% |
| TL Private Wealth | 110,965 | $30,198,000 | 18.52% |
| Benchmark Wealth Management, LLC | 92,253 | $23,713,000 | 17.59% |