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 | $452,040 | -2.2% | 1,660 | +1.6% | 0.06% | -3.4% |
| Q2 2023 | $462,357 | +20.0% | 1,634 | +5.8% | 0.06% | +15.7% |
| Q1 2023 | $385,385 | +17.0% | 1,545 | 0.0% | 0.05% | +24.4% |
| Q4 2022 | $329,255 | -0.2% | 1,545 | 0.0% | 0.04% | -21.2% |
| Q3 2022 | $330,000 | -4.1% | 1,545 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $344,000 | -22.5% | 1,545 | 0.0% | 0.05% | -3.6% |
| Q1 2022 | $444,000 | -10.5% | 1,545 | 0.0% | 0.06% | -5.2% |
| Q4 2021 | $496,000 | +10.7% | 1,545 | 0.0% | 0.06% | +5.5% |
| Q3 2021 | $448,000 | +1.1% | 1,545 | 0.0% | 0.06% | -5.2% |
| Q2 2021 | $443,000 | +9.9% | 1,545 | -1.5% | 0.06% | -19.4% |
| Q1 2021 | $403,000 | +1.5% | 1,568 | 0.0% | 0.07% | -10.0% |
| Q4 2020 | $397,000 | +11.2% | 1,568 | 0.0% | 0.08% | -4.8% |
| Q3 2020 | $357,000 | +18.2% | 1,568 | +4.9% | 0.08% | +13.5% |
| Q2 2020 | $302,000 | +25.8% | 1,495 | -2.8% | 0.07% | +12.1% |
| Q1 2020 | $240,000 | -12.1% | 1,538 | +2.9% | 0.07% | 0.0% |
| Q4 2019 | $273,000 | -22.7% | 1,495 | -29.5% | 0.07% | -25.0% |
| Q3 2019 | $353,000 | +2.0% | 2,122 | 0.0% | 0.09% | -4.3% |
| Q2 2019 | $346,000 | +4.2% | 2,122 | 0.0% | 0.09% | +2.2% |
| Q1 2019 | $332,000 | +161.4% | 2,122 | +125.3% | 0.09% | +150.0% |
| Q4 2018 | $127,000 | -21.1% | 942 | -5.7% | 0.04% | -50.0% |
| Q3 2018 | $161,000 | -65.8% | 999 | -68.2% | 0.07% | -66.8% |
| Q2 2018 | $471,000 | +15.7% | 3,144 | +9.5% | 0.22% | +11.9% |
| Q1 2018 | $407,000 | – | 2,871 | – | 0.19% | – |
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% |