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 | $1,606,357 | -1.2% | 5,899 | +2.6% | 0.11% | -1.8% |
| Q2 2023 | $1,626,279 | +14.9% | 5,747 | +1.3% | 0.11% | +7.8% |
| Q1 2023 | $1,415,323 | +54.8% | 5,674 | +32.2% | 0.10% | +47.8% |
| Q4 2022 | $914,455 | +75.5% | 4,291 | +76.1% | 0.07% | +68.3% |
| Q3 2022 | $521,000 | -13.3% | 2,437 | -9.7% | 0.04% | -6.8% |
| Q2 2022 | $601,000 | -7.0% | 2,698 | +20.1% | 0.04% | +7.3% |
| Q1 2022 | $646,000 | -31.3% | 2,247 | -23.4% | 0.04% | -33.9% |
| Q4 2021 | $941,000 | +81.0% | 2,933 | +63.6% | 0.06% | +59.0% |
| Q3 2021 | $520,000 | +6.6% | 1,793 | +5.4% | 0.04% | +11.4% |
| Q2 2021 | $488,000 | -15.4% | 1,701 | -24.2% | 0.04% | -22.2% |
| Q1 2021 | $577,000 | -25.6% | 2,243 | -26.8% | 0.04% | -31.8% |
| Q4 2020 | $776,000 | +13.0% | 3,064 | +1.5% | 0.07% | 0.0% |
| Q3 2020 | $687,000 | +21.6% | 3,019 | +8.0% | 0.07% | +6.5% |
| Q2 2020 | $565,000 | +67.7% | 2,796 | +29.9% | 0.06% | +51.2% |
| Q1 2020 | $337,000 | -28.9% | 2,152 | -17.4% | 0.04% | -16.3% |
| Q4 2019 | $474,000 | -8.5% | 2,604 | -16.4% | 0.05% | -18.3% |
| Q3 2019 | $518,000 | -10.8% | 3,114 | -12.5% | 0.06% | -10.4% |
| Q2 2019 | $581,000 | -18.5% | 3,558 | -21.9% | 0.07% | -22.1% |
| Q1 2019 | $713,000 | +20.0% | 4,557 | +3.0% | 0.09% | -3.4% |
| Q4 2018 | $594,000 | -10.5% | 4,425 | -0.2% | 0.09% | +15.6% |
| Q3 2018 | $664,000 | -13.5% | 4,434 | -13.5% | 0.08% | -22.2% |
| Q2 2018 | $768,000 | +2.3% | 5,128 | -3.2% | 0.10% | +1.0% |
| Q1 2018 | $751,000 | -1.4% | 5,295 | -2.2% | 0.10% | -1.0% |
| Q4 2017 | $762,000 | +21.3% | 5,416 | +14.5% | 0.10% | +4.2% |
| Q3 2017 | $628,000 | +4.0% | 4,731 | -0.5% | 0.10% | -8.7% |
| Q2 2017 | $604,000 | +11.4% | 4,755 | +6.8% | 0.10% | -6.3% |
| Q1 2017 | $542,000 | +57.6% | 4,453 | +44.2% | 0.11% | +33.7% |
| Q4 2016 | $344,000 | +4.6% | 3,089 | +5.3% | 0.08% | -5.7% |
| Q3 2016 | $329,000 | +21.4% | 2,933 | +16.2% | 0.09% | -5.4% |
| Q2 2016 | $271,000 | +0.7% | 2,525 | 0.0% | 0.09% | +13.4% |
| Q1 2016 | $269,000 | -40.5% | 2,525 | -40.5% | 0.08% | -30.5% |
| Q4 2015 | $452,000 | -2.6% | 4,246 | 0.0% | 0.12% | -3.3% |
| Q3 2015 | $464,000 | +3.1% | 4,246 | +1.0% | 0.12% | +0.8% |
| Q2 2015 | $450,000 | +70.5% | 4,203 | +66.5% | 0.12% | +47.6% |
| Q1 2015 | $264,000 | – | 2,525 | – | 0.08% | – |
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% |