VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490,158 | -3.8% | 1,800 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $509,328 | +13.4% | 1,800 | 0.0% | 0.06% | +7.1% |
| Q1 2023 | $448,992 | +17.0% | 1,800 | 0.0% | 0.06% | +9.8% |
| Q4 2022 | $383,598 | -0.4% | 1,800 | 0.0% | 0.05% | -8.9% |
| Q3 2022 | $385,000 | -4.0% | 1,800 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $401,000 | -22.6% | 1,800 | 0.0% | 0.06% | -9.8% |
| Q1 2022 | $518,000 | -10.4% | 1,800 | 0.0% | 0.06% | -7.6% |
| Q4 2021 | $578,000 | +10.7% | 1,800 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $522,000 | +1.2% | 1,800 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $516,000 | +11.4% | 1,800 | 0.0% | 0.06% | +3.2% |
| Q1 2021 | $463,000 | +1.5% | 1,800 | 0.0% | 0.06% | -3.1% |
| Q4 2020 | $456,000 | +11.2% | 1,800 | 0.0% | 0.06% | -1.5% |
| Q3 2020 | $410,000 | +12.6% | 1,800 | 0.0% | 0.07% | +4.8% |
| Q2 2020 | $364,000 | +29.1% | 1,800 | 0.0% | 0.06% | +3.3% |
| Q1 2020 | $282,000 | -21.4% | 1,800 | -8.6% | 0.06% | -7.6% |
| Q4 2019 | $359,000 | +20.1% | 1,970 | +9.4% | 0.07% | +10.0% |
| Q3 2019 | $299,000 | +1.7% | 1,800 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $294,000 | +4.3% | 1,800 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $282,000 | +16.5% | 1,800 | 0.0% | 0.06% | +1.7% |
| Q4 2018 | $242,000 | -46.3% | 1,800 | -35.7% | 0.06% | -39.4% |
| Q3 2018 | $451,000 | +7.6% | 2,800 | 0.0% | 0.10% | +2.1% |
| Q2 2018 | $419,000 | +5.5% | 2,800 | 0.0% | 0.10% | +5.4% |
| Q1 2018 | $397,000 | +0.8% | 2,800 | 0.0% | 0.09% | +1.1% |
| Q4 2017 | $394,000 | +5.9% | 2,800 | 0.0% | 0.09% | -1.1% |
| Q3 2017 | $372,000 | +4.5% | 2,800 | 0.0% | 0.09% | 0.0% |
| Q2 2017 | $356,000 | +4.4% | 2,800 | 0.0% | 0.09% | -3.2% |
| Q1 2017 | $341,000 | +9.3% | 2,800 | 0.0% | 0.10% | +1.1% |
| Q4 2016 | $312,000 | -0.6% | 2,800 | 0.0% | 0.09% | -4.1% |
| Q3 2016 | $314,000 | +4.7% | 2,800 | 0.0% | 0.10% | +4.3% |
| Q2 2016 | $300,000 | +0.7% | 2,800 | 0.0% | 0.09% | -3.1% |
| Q1 2016 | $298,000 | 0.0% | 2,800 | 0.0% | 0.10% | -5.8% |
| Q4 2015 | $298,000 | – | 2,800 | – | 0.10% | – |
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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% |