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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $434,910 | +6.2% | 1,537 | -6.3% | 0.04% | +4.8% |
| Q1 2023 | $409,332 | +5.5% | 1,641 | -9.9% | 0.04% | 0.0% |
| Q4 2022 | $388,073 | +1.3% | 1,821 | +1.7% | 0.04% | -8.7% |
| Q3 2022 | $383,000 | -4.0% | 1,791 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $399,000 | -22.5% | 1,791 | 0.0% | 0.05% | -16.4% |
| Q1 2022 | $515,000 | -10.4% | 1,791 | 0.0% | 0.06% | -8.3% |
| Q4 2021 | $575,000 | +10.6% | 1,791 | 0.0% | 0.06% | +1.7% |
| Q3 2021 | $520,000 | +1.2% | 1,791 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $514,000 | +31.8% | 1,791 | +18.1% | 0.06% | +22.0% |
| Q1 2021 | $390,000 | +15.7% | 1,517 | +13.9% | 0.05% | +6.4% |
| Q4 2020 | $337,000 | +25.3% | 1,332 | +12.7% | 0.05% | +9.3% |
| Q3 2020 | $269,000 | +8.0% | 1,182 | -4.1% | 0.04% | 0.0% |
| Q2 2020 | $249,000 | +42.3% | 1,232 | +10.3% | 0.04% | +19.4% |
| Q1 2020 | $175,000 | -13.8% | 1,117 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $203,000 | +9.1% | 1,117 | 0.0% | 0.04% | -2.7% |
| Q3 2019 | $186,000 | +1.6% | 1,117 | 0.0% | 0.04% | +2.8% |
| Q2 2019 | $183,000 | +4.6% | 1,117 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $175,000 | +16.7% | 1,117 | 0.0% | 0.04% | +2.9% |
| Q4 2018 | $150,000 | -6.2% | 1,117 | +12.3% | 0.04% | +2.9% |
| Q3 2018 | $160,000 | +7.4% | 995 | 0.0% | 0.03% | +3.0% |
| Q2 2018 | $149,000 | – | 995 | – | 0.03% | – |
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% |