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 | $432,737 | -3.5% | 1,589 | +0.3% | 0.07% | -2.8% |
| Q2 2023 | $448,251 | +14.6% | 1,584 | +1.0% | 0.07% | +5.9% |
| Q1 2023 | $391,307 | -9.7% | 1,569 | -22.8% | 0.07% | -15.0% |
| Q4 2022 | $433,171 | +48.3% | 2,033 | +48.9% | 0.08% | +29.0% |
| Q3 2022 | $292,000 | +11.5% | 1,365 | +16.2% | 0.06% | +14.8% |
| Q2 2022 | $262,000 | -43.7% | 1,175 | -27.3% | 0.05% | -36.5% |
| Q1 2022 | $465,000 | +114.3% | 1,616 | +138.7% | 0.08% | +112.5% |
| Q4 2021 | $217,000 | +7.4% | 677 | -2.9% | 0.04% | -7.0% |
| Q3 2021 | $202,000 | +1.0% | 697 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $200,000 | +11.1% | 697 | -0.3% | 0.04% | +10.5% |
| Q1 2021 | $180,000 | -23.7% | 699 | -24.8% | 0.04% | +40.7% |
| Q4 2020 | $236,000 | +122.6% | 930 | +100.0% | 0.03% | -6.9% |
| Q3 2020 | $106,000 | +12.8% | 465 | -0.2% | 0.03% | 0.0% |
| Q2 2020 | $94,000 | +28.8% | 466 | 0.0% | 0.03% | +3.6% |
| Q1 2020 | $73,000 | +7.4% | 466 | +25.3% | 0.03% | +7.7% |
| Q4 2019 | $68,000 | +9.7% | 372 | 0.0% | 0.03% | +4.0% |
| Q3 2019 | $62,000 | +1.6% | 372 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $61,000 | +510.0% | 372 | +481.2% | 0.02% | +525.0% |
| Q1 2019 | $10,000 | +11.1% | 64 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $9,000 | -10.0% | 64 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 64 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $10,000 | +11.1% | 64 | -24.7% | 0.01% | -37.5% |
| Q1 2016 | $9,000 | – | 85 | – | 0.01% | – |
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% |