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 | $1,650,197 | -2.7% | 6,060 | +1.1% | 0.33% | -0.3% |
| Q2 2023 | $1,696,332 | +12.5% | 5,995 | -0.8% | 0.33% | +4.5% |
| Q1 2023 | $1,507,594 | +16.2% | 6,044 | -0.7% | 0.31% | +5.7% |
| Q4 2022 | $1,297,172 | -21.5% | 6,087 | -21.2% | 0.30% | -24.4% |
| Q3 2022 | $1,653,000 | -18.7% | 7,725 | -2.4% | 0.39% | -8.0% |
| Q2 2022 | $2,034,000 | -18.5% | 7,918 | -8.8% | 0.43% | -17.6% |
| Q1 2022 | $2,497,000 | -0.8% | 8,683 | -0.5% | 0.52% | -1.5% |
| Q4 2021 | $2,516,000 | +21.4% | 8,723 | +22.2% | 0.53% | +12.2% |
| Q3 2021 | $2,072,000 | +1.1% | 7,139 | -0.1% | 0.47% | 0.0% |
| Q2 2021 | $2,049,000 | +26.6% | 7,144 | +14.6% | 0.47% | +20.3% |
| Q1 2021 | $1,619,000 | -1.9% | 6,235 | +1.6% | 0.39% | -6.7% |
| Q4 2020 | $1,651,000 | +12.5% | 6,139 | -4.9% | 0.42% | -16.7% |
| Q3 2020 | $1,468,000 | +22.6% | 6,452 | +19.9% | 0.50% | +19.8% |
| Q2 2020 | $1,197,000 | +70.3% | 5,382 | +19.9% | 0.42% | +28.5% |
| Q1 2020 | $703,000 | -17.9% | 4,487 | -4.6% | 0.33% | -2.4% |
| Q4 2019 | $856,000 | +38.1% | 4,701 | +26.1% | 0.33% | +25.6% |
| Q3 2019 | $620,000 | -0.3% | 3,728 | -1.3% | 0.27% | -2.9% |
| Q2 2019 | $622,000 | -7.6% | 3,779 | -12.0% | 0.27% | -10.5% |
| Q1 2019 | $673,000 | +3.5% | 4,292 | -1.2% | 0.31% | +4.8% |
| Q4 2018 | $650,000 | – | 4,345 | – | 0.29% | – |
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% |