UBS Group AG - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
UBS Group AG ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,449,805,127
-4.3%
5,324,098
-0.6%
0.50%
-2.3%
Q2 2023$1,515,465,001
+13.5%
5,355,757
+0.1%
0.51%
+4.9%
Q1 2023$1,334,666,136
+19.0%
5,350,650
+1.6%
0.49%
+16.5%
Q4 2022$1,121,901,612
-3.0%
5,264,425
-2.6%
0.42%
-17.4%
Q3 2022$1,156,313,000
-4.4%
5,404,595
-0.4%
0.51%
+2.2%
Q2 2022$1,208,973,000
-25.8%
5,424,081
-4.3%
0.50%
-8.7%
Q1 2022$1,629,263,000
-9.6%
5,665,027
+0.9%
0.54%
+5.2%
Q4 2021$1,801,975,000
+10.7%
5,615,377
+0.1%
0.52%
+0.6%
Q3 2021$1,628,504,000
+2.3%
5,612,241
+1.2%
0.51%0.0%
Q2 2021$1,591,273,000
+13.3%
5,548,177
+1.6%
0.51%
+10.1%
Q1 2021$1,404,098,000
+1.5%
5,462,564
+0.0%
0.47%
-0.4%
Q4 2020$1,383,342,000
-31.3%
5,460,418
-38.3%
0.47%
-38.3%
Q3 2020$2,014,648,000
+6.7%
8,851,313
-5.2%
0.76%
-4.8%
Q2 2020$1,887,521,000
+12.4%
9,340,002
-12.8%
0.80%
+0.8%
Q1 2020$1,679,038,000
-17.1%
10,715,671
-3.7%
0.79%
+12.2%
Q4 2019$2,026,547,000
+10.4%
11,124,483
+0.8%
0.70%
-0.1%
Q3 2019$1,835,138,000
+2.9%
11,036,429
+1.1%
0.71%
+2.8%
Q2 2019$1,783,292,000
+6.8%
10,914,331
+2.2%
0.69%
-0.4%
Q1 2019$1,670,032,000
+23.0%
10,676,591
+5.6%
0.69%
+12.0%
Q4 2018$1,358,219,000
-15.5%
10,111,060
+1.4%
0.62%
-3.3%
Q3 2018$1,606,569,000
+10.2%
9,976,215
+2.5%
0.64%
+1.0%
Q2 2018$1,457,992,000
+7.9%
9,732,275
+2.2%
0.63%
+8.2%
Q1 2018$1,350,698,000
+5.6%
9,520,004
+4.7%
0.58%
+11.0%
Q4 2017$1,278,913,000
+10.7%
9,092,867
+4.5%
0.52%
-1.7%
Q3 2017$1,154,807,000
+10.5%
8,699,113
+5.8%
0.53%
-1.3%
Q2 2017$1,044,985,000
-7.9%
8,225,638
-11.8%
0.54%
-12.6%
Q1 2017$1,134,141,000
+28.0%
9,322,216
+17.3%
0.62%
+26.6%
Q4 2016$886,138,000
+11.2%
7,948,848
+12.0%
0.49%
+2.9%
Q3 2016$797,233,000
+16.4%
7,099,765
+11.1%
0.48%
+10.5%
Q2 2016$685,200,000
+8.2%
6,391,790
+7.4%
0.43%
+1.4%
Q1 2016$633,306,000
-12.6%
5,949,328
-12.7%
0.42%
-10.0%
Q4 2015$724,815,000
+19.7%
6,812,815
+12.9%
0.47%
+9.8%
Q3 2015$605,332,000
+2.9%
6,035,813
+9.9%
0.43%
+9.7%
Q2 2015$588,033,000
+17.3%
5,493,069
+14.6%
0.39%
+13.0%
Q1 2015$501,462,000
+9.6%
4,793,631
+9.4%
0.35%
+8.1%
Q4 2014$457,509,0004,382,6870.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders