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 | $18,842,763 | -3.9% | 69,196 | -0.1% | 5.70% | +0.0% |
| Q2 2023 | $19,600,073 | +19.4% | 69,268 | +5.2% | 5.70% | +16.4% |
| Q1 2023 | $16,417,642 | +16.2% | 65,818 | -0.7% | 4.90% | +1.2% |
| Q4 2022 | $14,128,980 | +0.4% | 66,299 | +0.8% | 4.84% | -8.6% |
| Q3 2022 | $14,073,000 | +14.4% | 65,777 | +19.1% | 5.29% | +76.9% |
| Q2 2022 | $12,306,000 | -35.9% | 55,211 | -17.3% | 2.99% | -27.7% |
| Q1 2022 | $19,209,000 | -8.6% | 66,789 | +2.0% | 4.14% | +1.6% |
| Q4 2021 | $21,011,000 | +20.0% | 65,475 | +8.5% | 4.07% | +12.2% |
| Q3 2021 | $17,505,000 | -3.6% | 60,327 | -4.7% | 3.63% | -2.3% |
| Q2 2021 | $18,161,000 | +8.6% | 63,321 | -2.7% | 3.71% | +1.1% |
| Q1 2021 | $16,729,000 | +5.7% | 65,084 | +4.2% | 3.67% | +9.4% |
| Q4 2020 | $15,827,000 | +1.4% | 62,474 | -8.9% | 3.36% | -30.6% |
| Q3 2020 | $15,613,000 | +269.7% | 68,595 | +228.2% | 4.83% | +294.9% |
| Q2 2020 | $4,223,000 | +44.9% | 20,898 | +12.3% | 1.22% | -34.2% |
| Q1 2020 | $2,915,000 | -12.0% | 18,602 | +2.4% | 1.86% | +184.7% |
| Q4 2019 | $3,311,000 | – | 18,174 | – | 0.65% | – |
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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% |