VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,161 | -6.6% | 801 | -3.0% | 0.06% | 0.0% |
| Q2 2023 | $233,653 | +13.5% | 826 | +0.1% | 0.06% | +7.8% |
| Q1 2023 | $205,865 | +17.1% | 825 | 0.0% | 0.05% | +15.9% |
| Q4 2022 | $175,770 | -1.3% | 825 | -0.7% | 0.04% | -4.3% |
| Q3 2022 | $178,000 | -5.8% | 831 | -1.9% | 0.05% | -2.1% |
| Q2 2022 | $189,000 | -37.4% | 847 | -19.3% | 0.05% | -34.7% |
| Q1 2022 | $302,000 | +1.0% | 1,050 | +12.8% | 0.07% | +1.4% |
| Q4 2021 | $299,000 | +7.9% | 931 | -2.5% | 0.07% | -2.7% |
| Q3 2021 | $277,000 | +1.1% | 955 | +0.1% | 0.07% | -2.7% |
| Q2 2021 | $274,000 | +7.5% | 954 | -16.1% | 0.08% | -1.3% |
| Q1 2021 | $255,000 | +1.6% | 1,137 | +14.7% | 0.08% | -9.5% |
| Q4 2020 | $251,000 | +11.1% | 991 | 0.0% | 0.08% | +2.4% |
| Q3 2020 | $226,000 | +7.6% | 991 | -4.8% | 0.08% | +1.2% |
| Q2 2020 | $210,000 | +25.7% | 1,041 | -2.3% | 0.08% | +8.0% |
| Q1 2020 | $167,000 | -13.9% | 1,066 | 0.0% | 0.08% | -8.5% |
| Q4 2019 | $194,000 | – | 1,066 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 93,208 | $28,976,418 | 19.62% |
| McAlister, Sweet & Associates, Inc. | 34,017 | $10,575,205 | 9.82% |
| GoalVest Advisory LLC | 70,143 | $21,806,087 | 9.59% |
| Dentgroup LLC | 20,974 | $6,520,352 | 5.79% |
| FC Advisory LLC | 40,783 | $12,678,709 | 4.90% |
| GILL CAPITAL PARTNERS, LLC | 34,372 | $10,685,598 | 4.50% |
| CATALYST PRIVATE WEALTH, LLC | 13,596 | $4,226,803 | 1.98% |
| Agate Pass Investment Management, LLC | 7,250 | $2,253,880 | 1.31% |
| High Net Worth Advisory Group LLC | 9,096 | $2,828,705 | 1.05% |
| Compass Financial Group, INC/SD | 9,305 | $2,892,660 | 0.76% |