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 | $6,263 | +23.8% | 23,000 | +28.6% | 3.64% | +17.7% |
| Q2 2023 | $5,061 | +200.2% | 17,885 | +164.6% | 3.09% | +107.7% |
| Q1 2023 | $1,686 | +253.5% | 6,760 | +202.2% | 1.49% | +159.5% |
| Q4 2022 | $477 | -99.9% | 2,237 | -4.3% | 0.57% | -3.9% |
| Q3 2022 | $500,000 | -37.9% | 2,337 | -35.3% | 0.60% | -31.2% |
| Q2 2022 | $805,000 | -22.5% | 3,612 | 0.0% | 0.87% | -2.5% |
| Q1 2022 | $1,039,000 | -10.4% | 3,612 | 0.0% | 0.89% | +15.8% |
| Q4 2021 | $1,159,000 | -44.9% | 3,612 | -50.2% | 0.77% | -49.5% |
| Q3 2021 | $2,104,000 | +1.2% | 7,251 | 0.0% | 1.52% | +28.6% |
| Q2 2021 | $2,080,000 | -10.1% | 7,251 | -19.5% | 1.18% | -23.3% |
| Q1 2021 | $2,314,000 | -29.1% | 9,004 | -30.2% | 1.54% | -41.0% |
| Q4 2020 | $3,266,000 | +324.2% | 12,891 | +79.4% | 2.61% | +31.0% |
| Q2 2016 | $770,000 | -54.9% | 7,184 | -55.3% | 1.99% | -10.6% |
| Q1 2016 | $1,709,000 | 0.0% | 16,061 | 0.0% | 2.23% | 0.0% |
| Q4 2015 | $1,709,000 | +26.5% | 16,061 | +19.2% | 2.23% | -4.3% |
| Q3 2015 | $1,351,000 | -52.7% | 13,474 | -49.5% | 2.32% | -6.6% |
| Q2 2015 | $2,857,000 | -45.1% | 26,689 | -46.3% | 2.49% | -38.2% |
| Q1 2015 | $5,201,000 | +27.0% | 49,720 | +26.8% | 4.02% | +37.3% |
| Q4 2014 | $4,094,000 | +139.6% | 39,214 | +128.7% | 2.93% | +155.0% |
| Q3 2014 | $1,709,000 | -81.4% | 17,149 | -82.4% | 1.15% | -73.4% |
| Q2 2014 | $9,188,000 | +22.8% | 97,291 | +21.6% | 4.32% | -38.4% |
| Q1 2014 | $7,480,000 | -47.6% | 80,022 | -47.8% | 7.01% | -45.3% |
| Q4 2013 | $14,271,000 | – | 153,377 | – | 12.81% | – |
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% |