VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,888,155 | +10.2% | 20,809 | -2.9% | 0.67% | -15.8% |
| Q1 2023 | $5,344,486 | +118.3% | 21,426 | +95.1% | 0.80% | +21.1% |
| Q2 2022 | $2,448,000 | -69.9% | 10,982 | -61.2% | 0.66% | -49.1% |
| Q1 2022 | $8,134,000 | -37.4% | 28,285 | -36.9% | 1.30% | -46.2% |
| Q3 2021 | $13,000,000 | +0.2% | 44,801 | -0.9% | 2.41% | -7.6% |
| Q2 2021 | $12,971,000 | +19.8% | 45,226 | +7.3% | 2.61% | -15.2% |
| Q1 2021 | $10,831,000 | +16.8% | 42,137 | +15.1% | 3.07% | +2.8% |
| Q4 2020 | $9,274,000 | +12.0% | 36,607 | -10.7% | 2.99% | -12.6% |
| Q3 2020 | $8,281,000 | – | 40,979 | – | 3.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 93,208 | $28,976,418 | 19.62% |
| McAlister, Sweet & Associates, Inc. | 34,017 | $10,575,205 | 9.82% |
| GoalVest Advisory LLC | 70,143 | $21,806,087 | 9.59% |
| Dentgroup LLC | 20,974 | $6,520,352 | 5.79% |
| FC Advisory LLC | 40,783 | $12,678,709 | 4.90% |
| GILL CAPITAL PARTNERS, LLC | 34,372 | $10,685,598 | 4.50% |
| CATALYST PRIVATE WEALTH, LLC | 13,596 | $4,226,803 | 1.98% |
| Agate Pass Investment Management, LLC | 7,250 | $2,253,880 | 1.31% |
| High Net Worth Advisory Group LLC | 9,096 | $2,828,705 | 1.05% |
| Compass Financial Group, INC/SD | 9,305 | $2,892,660 | 0.76% |