VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,263,247 | -13.5% | 4,639 | -10.1% | 0.28% | -11.5% |
| Q2 2023 | $1,459,791 | -16.5% | 5,159 | -26.4% | 0.31% | -19.7% |
| Q1 2023 | $1,747,577 | +22.9% | 7,006 | +5.0% | 0.39% | +19.9% |
| Q4 2022 | $1,421,444 | -0.7% | 6,670 | -0.3% | 0.33% | -15.8% |
| Q3 2022 | $1,432,000 | -3.8% | 6,691 | +0.1% | 0.39% | +1.8% |
| Q2 2022 | $1,489,000 | -20.8% | 6,682 | +2.3% | 0.38% | -2.6% |
| Q1 2022 | $1,879,000 | -10.4% | 6,532 | -0.0% | 0.39% | -8.9% |
| Q4 2021 | $2,097,000 | +8.9% | 6,534 | -1.5% | 0.43% | -0.2% |
| Q3 2021 | $1,925,000 | +1.2% | 6,635 | 0.0% | 0.43% | -5.7% |
| Q2 2021 | $1,903,000 | +11.6% | 6,635 | 0.0% | 0.46% | -4.2% |
| Q1 2021 | $1,705,000 | +1.2% | 6,635 | -0.3% | 0.48% | -8.1% |
| Q4 2020 | $1,685,000 | +11.1% | 6,652 | -0.2% | 0.52% | -6.5% |
| Q3 2020 | $1,517,000 | +12.3% | 6,664 | -0.3% | 0.55% | +9.3% |
| Q2 2020 | $1,351,000 | +28.9% | 6,687 | 0.0% | 0.51% | +8.8% |
| Q1 2020 | $1,048,000 | -16.1% | 6,687 | -2.5% | 0.46% | +5.0% |
| Q4 2019 | $1,249,000 | +11.9% | 6,857 | +2.2% | 0.44% | +3.5% |
| Q3 2019 | $1,116,000 | +1.6% | 6,712 | -0.2% | 0.43% | -4.5% |
| Q2 2019 | $1,098,000 | +3.8% | 6,723 | -0.6% | 0.45% | -3.0% |
| Q1 2019 | $1,058,000 | +15.9% | 6,765 | -0.4% | 0.46% | +6.0% |
| Q4 2018 | $913,000 | -17.0% | 6,794 | -0.6% | 0.44% | -8.0% |
| Q3 2018 | $1,100,000 | -0.7% | 6,832 | -7.6% | 0.47% | -6.5% |
| Q2 2018 | $1,108,000 | +2.6% | 7,397 | -2.8% | 0.51% | +2.6% |
| Q1 2018 | $1,080,000 | +1.5% | 7,612 | +0.7% | 0.49% | +3.3% |
| Q4 2017 | $1,064,000 | -2.8% | 7,562 | -8.3% | 0.48% | -8.8% |
| Q3 2017 | $1,095,000 | -2.0% | 8,247 | -6.2% | 0.52% | -53.0% |
| Q2 2017 | $1,117,000 | +89.6% | 8,792 | +81.7% | 1.11% | +232.5% |
| Q1 2017 | $589,000 | – | 4,839 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 150,486 | $43,280,000 | 31.36% |
| Bromfield Sneider Wealth Advisors | 98,974 | $28,465,000 | 29.88% |
| Axiom Advisory, LLC | 92,526 | $26,611,000 | 22.13% |
| Strategies Wealth Advisors, LLC | 261,887 | $75,318,746 | 20.14% |
| Peninsula Wealth, LLC | 238,486 | $68,589,000 | 19.54% |
| Benchmark Wealth Management, LLC | 98,896 | $28,442,000 | 19.13% |
| Dougherty Wealth Advisers LLC | 42,952 | $12,353,000 | 18.64% |
| Corrigan Financial, Inc. | 204,558 | $58,830,771 | 18.60% |
| Avory & Company, LLC | 101,636 | $29,231,000 | 18.30% |
| Merit Financial Group, LLC | 999,489 | $287,453,000 | 17.34% |