VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $185,814,337 | -2.0% | 682,363 | +1.8% | 6.08% | -0.9% |
| Q2 2023 | $189,622,446 | -4.9% | 670,139 | -16.2% | 6.14% | -15.4% |
| Q1 2023 | $199,384,247 | +4.5% | 799,327 | -10.7% | 7.25% | +5.1% |
| Q4 2022 | $190,713,991 | +2.2% | 894,909 | +2.6% | 6.90% | -14.8% |
| Q3 2022 | $186,586,000 | -22.4% | 872,101 | -19.2% | 8.10% | +8.8% |
| Q2 2022 | $240,462,000 | -16.3% | 1,078,839 | +7.9% | 7.44% | -57.1% |
| Q1 2022 | $287,453,000 | -18.0% | 999,489 | -8.5% | 17.34% | -49.6% |
| Q4 2021 | $350,473,000 | +8.3% | 1,092,156 | -2.1% | 34.38% | +1.5% |
| Q3 2021 | $323,621,000 | +3.8% | 1,115,282 | +2.6% | 33.87% | +15.5% |
| Q2 2021 | $311,871,000 | +15.6% | 1,087,379 | +3.6% | 29.32% | +3.9% |
| Q1 2021 | $269,734,000 | +11.6% | 1,049,384 | +10.0% | 28.22% | +20.8% |
| Q4 2020 | $241,691,000 | +9.3% | 954,018 | -1.8% | 23.36% | +15.7% |
| Q3 2020 | $221,036,000 | +14.1% | 971,116 | +1.3% | 20.19% | +4.8% |
| Q2 2020 | $193,701,000 | +6.4% | 958,489 | -17.5% | 19.27% | -5.2% |
| Q1 2020 | $182,010,000 | -17.0% | 1,161,590 | -3.5% | 20.34% | +4.8% |
| Q4 2019 | $219,310,000 | +14.5% | 1,203,877 | +4.5% | 19.41% | -7.4% |
| Q3 2019 | $191,618,000 | -6.4% | 1,152,379 | -8.0% | 20.95% | -12.7% |
| Q2 2019 | $204,701,000 | +6.1% | 1,252,846 | +1.6% | 24.01% | +2.0% |
| Q1 2019 | $192,908,000 | +21.5% | 1,233,276 | +4.3% | 23.53% | -1.5% |
| Q4 2018 | $158,767,000 | -16.2% | 1,181,931 | +0.5% | 23.88% | -21.2% |
| Q3 2018 | $189,392,000 | +13.1% | 1,175,997 | +5.2% | 30.33% | +1.0% |
| Q2 2018 | $167,523,000 | +14.1% | 1,118,241 | +8.1% | 30.01% | +4.1% |
| Q1 2018 | $146,783,000 | +9.7% | 1,034,568 | +8.7% | 28.84% | +1.2% |
| Q4 2017 | $133,862,000 | – | 951,741 | – | 28.50% | – |
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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% |