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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,784 | -5.7% | 954 | -2.1% | 0.04% | 0.0% |
| Q2 2023 | $275,603 | +0.5% | 974 | -11.4% | 0.04% | -7.1% |
| Q1 2023 | $274,135 | +17.0% | 1,099 | 0.0% | 0.04% | +5.0% |
| Q4 2022 | $234,208 | +12.1% | 1,099 | +12.3% | 0.04% | +5.3% |
| Q3 2022 | $209,000 | -4.1% | 979 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $218,000 | -22.7% | 979 | 0.0% | 0.04% | -9.3% |
| Q1 2022 | $282,000 | -10.2% | 979 | 0.0% | 0.04% | -4.4% |
| Q4 2021 | $314,000 | +7.9% | 979 | -2.5% | 0.04% | -4.3% |
| Q3 2021 | $291,000 | +1.0% | 1,004 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $288,000 | +11.6% | 1,004 | 0.0% | 0.05% | +4.4% |
| Q1 2021 | $258,000 | +1.6% | 1,004 | 0.0% | 0.04% | -8.2% |
| Q4 2020 | $254,000 | +10.9% | 1,004 | 0.0% | 0.05% | -5.8% |
| Q3 2020 | $229,000 | +12.8% | 1,004 | 0.0% | 0.05% | +6.1% |
| Q2 2020 | $203,000 | -49.4% | 1,004 | -59.7% | 0.05% | -46.7% |
| Q3 2018 | $401,000 | -1.7% | 2,492 | -19.0% | 0.09% | -17.1% |
| Q3 2017 | $408,000 | – | 3,075 | – | 0.11% | – |
Download | ||||||
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% |