VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $848,518 | -3.5% | 3,116 | -0.2% | 0.21% | +0.5% |
| Q2 2023 | $879,468 | +15.8% | 3,123 | +2.5% | 0.21% | +11.6% |
| Q1 2023 | $759,794 | +21.7% | 3,046 | +4.0% | 0.19% | +13.9% |
| Q4 2022 | $624,412 | +6.0% | 2,930 | +6.5% | 0.17% | -1.8% |
| Q3 2022 | $589,000 | -2.6% | 2,752 | +1.4% | 0.17% | -1.2% |
| Q2 2022 | $605,000 | -18.7% | 2,713 | +4.9% | 0.17% | -15.3% |
| Q1 2022 | $744,000 | -9.6% | 2,586 | +0.8% | 0.20% | -6.0% |
| Q4 2021 | $823,000 | +11.8% | 2,566 | +1.2% | 0.22% | +6.4% |
| Q3 2021 | $736,000 | +3.4% | 2,536 | +2.2% | 0.20% | +3.1% |
| Q2 2021 | $712,000 | +16.0% | 2,481 | +2.4% | 0.20% | +4.8% |
| Q1 2021 | $614,000 | +24.5% | 2,423 | +11.8% | 0.19% | +12.0% |
| Q4 2020 | $493,000 | 0.0% | 2,167 | 0.0% | 0.17% | 0.0% |
| Q3 2020 | $493,000 | +11.5% | 2,167 | -0.8% | 0.17% | +5.7% |
| Q2 2020 | $442,000 | +25.9% | 2,185 | -2.4% | 0.16% | +9.7% |
| Q1 2020 | $351,000 | -14.0% | 2,238 | 0.0% | 0.14% | -4.6% |
| Q4 2019 | $408,000 | +8.5% | 2,238 | -2.9% | 0.15% | -1.3% |
| Q3 2019 | $376,000 | +3.6% | 2,304 | -0.8% | 0.15% | +0.7% |
| Q2 2019 | $363,000 | +15.6% | 2,322 | -0.7% | 0.15% | +4.1% |
| Q1 2019 | $314,000 | -16.0% | 2,339 | +0.7% | 0.15% | -7.6% |
| Q4 2018 | $374,000 | 0.0% | 2,322 | 0.0% | 0.16% | 0.0% |
| Q3 2018 | $374,000 | -6.3% | 2,322 | -12.9% | 0.16% | -10.2% |
| Q2 2018 | $399,000 | +1.3% | 2,666 | -4.1% | 0.18% | -2.2% |
| Q1 2018 | $394,000 | -7.9% | 2,779 | -8.7% | 0.18% | -8.6% |
| Q4 2017 | $428,000 | +4.4% | 3,045 | -1.4% | 0.20% | 0.0% |
| Q3 2017 | $410,000 | +0.7% | 3,088 | -3.6% | 0.20% | -4.4% |
| Q2 2017 | $407,000 | +0.5% | 3,202 | -3.9% | 0.21% | -2.8% |
| Q1 2017 | $405,000 | +8.9% | 3,333 | 0.0% | 0.21% | +3.9% |
| Q4 2016 | $372,000 | +5.1% | 3,333 | +5.7% | 0.20% | +3.0% |
| Q3 2016 | $354,000 | +4.1% | 3,154 | -0.5% | 0.20% | -0.5% |
| Q2 2016 | $340,000 | +9.7% | 3,170 | +8.7% | 0.20% | +5.3% |
| Q1 2016 | $310,000 | – | 2,916 | – | 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% |