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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,814 | +13.9% | 5,811 | -0.6% | 0.03% | 0.0% |
| Q3 2023 | $1,593 | -6.6% | 5,848 | -2.9% | 0.03% | 0.0% |
| Q2 2023 | $1,705 | +13.1% | 6,025 | -0.3% | 0.03% | 0.0% |
| Q1 2023 | $1,507 | +17.0% | 6,042 | 0.0% | 0.03% | +11.5% |
| Q4 2022 | $1,288 | -99.9% | 6,042 | -8.3% | 0.03% | -13.3% |
| Q3 2022 | $1,410,000 | +4.8% | 6,588 | +9.1% | 0.03% | +11.1% |
| Q2 2022 | $1,346,000 | +55.1% | 6,041 | +100.2% | 0.03% | +80.0% |
| Q1 2022 | $868,000 | -56.6% | 3,018 | -51.5% | 0.02% | -55.9% |
| Q4 2021 | $1,998,000 | +6.3% | 6,226 | -3.9% | 0.03% | -5.6% |
| Q3 2021 | $1,880,000 | +6.6% | 6,481 | +5.4% | 0.04% | +5.9% |
| Q2 2021 | $1,763,000 | +11.6% | 6,148 | +0.0% | 0.03% | +6.2% |
| Q1 2021 | $1,580,000 | +1.5% | 6,147 | 0.0% | 0.03% | -3.0% |
| Q4 2020 | $1,557,000 | +11.1% | 6,147 | -0.1% | 0.03% | 0.0% |
| Q3 2020 | $1,401,000 | +14.6% | 6,153 | +1.7% | 0.03% | +3.1% |
| Q2 2020 | $1,222,000 | +32.5% | 6,048 | +2.8% | 0.03% | +14.3% |
| Q1 2020 | $922,000 | -13.5% | 5,884 | -8.2% | 0.03% | 0.0% |
| Q3 2019 | $1,066,000 | +18.1% | 6,413 | +16.1% | 0.03% | -17.6% |
| Q2 2019 | $903,000 | +4.5% | 5,526 | 0.0% | 0.03% | +3.0% |
| Q1 2019 | $864,000 | +16.8% | 5,526 | +0.3% | 0.03% | +3.1% |
| Q4 2018 | $740,000 | +219.0% | 5,509 | +282.8% | 0.03% | +255.6% |
| Q3 2018 | $232,000 | +7.4% | 1,439 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $216,000 | +5.9% | 1,439 | +0.1% | 0.01% | +12.5% |
| Q1 2018 | $204,000 | +1.0% | 1,438 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $202,000 | +5.8% | 1,438 | +0.1% | 0.01% | 0.0% |
| Q3 2017 | $191,000 | +69.0% | 1,437 | +62.2% | 0.01% | +60.0% |
| Q2 2017 | $113,000 | +4.6% | 886 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $108,000 | -1.8% | 886 | -10.3% | 0.01% | 0.0% |
| Q4 2016 | $110,000 | -0.9% | 988 | +0.1% | 0.01% | 0.0% |
| Q3 2016 | $111,000 | -38.0% | 987 | -40.9% | 0.01% | -44.4% |
| Q2 2016 | $179,000 | +145.2% | 1,671 | +143.9% | 0.01% | +125.0% |
| Q1 2016 | $73,000 | 0.0% | 685 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $73,000 | -65.4% | 685 | -67.4% | 0.00% | -66.7% |
| Q3 2015 | $211,000 | -6.2% | 2,100 | 0.0% | 0.01% | +9.1% |
| Q2 2015 | $225,000 | +2.3% | 2,100 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $220,000 | +0.5% | 2,100 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $219,000 | +55.3% | 2,100 | +48.4% | 0.01% | +57.1% |
| Q3 2014 | $141,000 | +0.7% | 1,415 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $140,000 | +6.1% | 1,415 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $132,000 | -12.0% | 1,415 | -12.1% | 0.01% | 0.0% |
| Q4 2013 | $150,000 | -7.4% | 1,609 | -15.7% | 0.01% | -22.2% |
| Q3 2013 | $162,000 | +20.9% | 1,909 | +11.3% | 0.01% | +28.6% |
| Q2 2013 | $134,000 | – | 1,715 | – | 0.01% | – |
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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% |