VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,188,147 | -3.7% | 248,266 | +0.7% | 15.73% | -13.7% |
| Q2 2023 | $69,751,032 | +13.5% | 246,505 | +0.1% | 18.23% | +2.8% |
| Q1 2023 | $61,455,480 | +17.8% | 246,374 | +0.7% | 17.74% | +8.1% |
| Q4 2022 | $52,151,694 | +2.3% | 244,717 | +2.7% | 16.41% | -8.8% |
| Q3 2022 | $50,997,000 | -4.1% | 238,358 | -0.1% | 18.00% | +0.0% |
| Q2 2022 | $53,195,000 | -22.4% | 238,658 | +0.1% | 18.00% | -7.9% |
| Q1 2022 | $68,589,000 | -9.6% | 238,486 | +0.9% | 19.54% | -4.3% |
| Q4 2021 | $75,879,000 | +2.7% | 236,456 | -7.2% | 20.41% | -13.0% |
| Q3 2021 | $73,901,000 | +1.9% | 254,681 | +0.7% | 23.46% | -1.2% |
| Q2 2021 | $72,505,000 | +14.0% | 252,797 | +2.2% | 23.73% | +4.2% |
| Q1 2021 | $63,588,000 | +2.9% | 247,386 | +1.4% | 22.79% | -1.8% |
| Q4 2020 | $61,808,000 | +10.3% | 243,974 | -0.9% | 23.20% | -3.3% |
| Q3 2020 | $56,015,000 | +9.6% | 246,100 | -2.7% | 23.99% | +0.7% |
| Q2 2020 | $51,113,000 | +29.0% | 252,924 | +0.0% | 23.83% | +7.5% |
| Q1 2020 | $39,612,000 | -17.7% | 252,808 | -4.4% | 22.17% | -0.5% |
| Q4 2019 | $48,152,000 | +7.2% | 264,326 | -2.2% | 22.29% | -0.7% |
| Q3 2019 | $44,934,000 | +1.8% | 270,255 | +0.0% | 22.45% | -0.9% |
| Q2 2019 | $44,156,000 | +8.2% | 270,210 | +3.5% | 22.66% | +0.5% |
| Q1 2019 | $40,816,000 | +14.7% | 260,971 | -1.5% | 22.55% | +1.7% |
| Q4 2018 | $35,600,000 | -16.2% | 265,041 | +0.5% | 22.17% | -3.2% |
| Q3 2018 | $42,469,000 | +8.1% | 263,770 | +0.6% | 22.90% | -0.8% |
| Q2 2018 | $39,292,000 | +6.1% | 262,234 | +0.4% | 23.09% | +4.6% |
| Q1 2018 | $37,043,000 | – | 261,129 | – | 22.08% | – |
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% |