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 | $7,193,341 | -3.7% | 26,416 | 0.0% | 3.28% | +3.2% |
| Q2 2023 | $7,471,766 | +13.4% | 26,416 | 0.0% | 3.17% | +5.9% |
| Q1 2023 | $6,589,207 | +116937.4% | 26,416 | 0.0% | 3.00% | +16.0% |
| Q4 2022 | $5,630 | -99.9% | 26,416 | -0.2% | 2.58% | +1.2% |
| Q3 2022 | $5,663,000 | -4.0% | 26,468 | +0.1% | 2.55% | +14.5% |
| Q2 2022 | $5,896,000 | -22.5% | 26,453 | +0.0% | 2.23% | -4.0% |
| Q1 2022 | $7,605,000 | -10.5% | 26,444 | -0.1% | 2.32% | -1.0% |
| Q4 2021 | $8,498,000 | +10.8% | 26,483 | +0.1% | 2.35% | -3.1% |
| Q3 2021 | $7,673,000 | +1.5% | 26,444 | +0.3% | 2.42% | +7.5% |
| Q2 2021 | $7,562,000 | +11.6% | 26,366 | 0.0% | 2.25% | +6.9% |
| Q1 2021 | $6,777,000 | +1.5% | 26,366 | 0.0% | 2.10% | -0.0% |
| Q4 2020 | $6,680,000 | +11.3% | 26,366 | 0.0% | 2.11% | +10.8% |
| Q3 2020 | $6,001,000 | +12.6% | 26,366 | 0.0% | 1.90% | +8.1% |
| Q2 2020 | $5,328,000 | +10.9% | 26,366 | 0.0% | 1.76% | +17.1% |
| Q4 2019 | $4,803,000 | +9.6% | 26,366 | 0.0% | 1.50% | +2.8% |
| Q3 2019 | $4,384,000 | +1.8% | 26,366 | 0.0% | 1.46% | +1.0% |
| Q2 2019 | $4,308,000 | +4.5% | 26,366 | 0.0% | 1.44% | +7.0% |
| Q1 2019 | $4,124,000 | +16.4% | 26,366 | 0.0% | 1.35% | +5.1% |
| Q4 2018 | $3,542,000 | -16.6% | 26,366 | 0.0% | 1.29% | +0.2% |
| Q3 2018 | $4,246,000 | -46.3% | 26,366 | -50.0% | 1.28% | -5.0% |
| Q2 2018 | $7,900,000 | +111.2% | 52,732 | +100.0% | 1.35% | -5.7% |
| Q1 2018 | $3,741,000 | +0.9% | 26,366 | 0.0% | 1.43% | -0.1% |
| Q4 2017 | $3,708,000 | +5.9% | 26,366 | 0.0% | 1.44% | -0.1% |
| Q3 2017 | $3,500,000 | +4.5% | 26,366 | 0.0% | 1.44% | -1.0% |
| Q2 2017 | $3,350,000 | +4.4% | 26,366 | 0.0% | 1.45% | +3.3% |
| Q1 2017 | $3,208,000 | +9.2% | 26,366 | 0.0% | 1.40% | +75.0% |
| Q4 2016 | $2,939,000 | -0.7% | 26,366 | 0.0% | 0.80% | +0.2% |
| Q3 2016 | $2,961,000 | +4.8% | 26,366 | 0.0% | 0.80% | -17.0% |
| Q2 2016 | $2,826,000 | +0.7% | 26,366 | 0.0% | 0.96% | +37.9% |
| Q1 2016 | $2,807,000 | -8.1% | 26,366 | -8.1% | 0.70% | -14.2% |
| Q4 2015 | $3,054,000 | +6.1% | 28,704 | 0.0% | 0.82% | +1.4% |
| Q3 2015 | $2,879,000 | +2.0% | 28,704 | +8.9% | 0.80% | +0.5% |
| Q2 2015 | $2,822,000 | +2.3% | 26,366 | 0.0% | 0.80% | +7.1% |
| Q1 2015 | $2,758,000 | +0.2% | 26,366 | 0.0% | 0.75% | -1.1% |
| Q4 2014 | $2,752,000 | +4.7% | 26,366 | 0.0% | 0.76% | -0.7% |
| Q3 2014 | $2,628,000 | +0.8% | 26,366 | 0.0% | 0.76% | +0.7% |
| Q2 2014 | $2,608,000 | – | 26,366 | – | 0.76% | – |
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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% |