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 | $4,511,469 | -10.0% | 16,567 | -6.4% | 0.10% | -11.7% |
| Q2 2023 | $5,010,719 | +22.0% | 17,708 | +7.6% | 0.11% | +15.6% |
| Q1 2023 | $4,105,663 | +17.5% | 16,460 | +0.4% | 0.10% | -5.0% |
| Q4 2022 | $3,493,460 | +36.7% | 16,393 | +37.3% | 0.10% | +6.3% |
| Q3 2022 | $2,555,000 | +1.6% | 11,942 | +5.8% | 0.10% | -12.0% |
| Q2 2022 | $2,515,000 | -19.1% | 11,283 | +4.4% | 0.11% | -7.7% |
| Q1 2022 | $3,107,000 | -2.8% | 10,804 | +8.5% | 0.12% | +3.5% |
| Q4 2021 | $3,196,000 | +5.3% | 9,960 | -4.8% | 0.11% | -5.8% |
| Q3 2021 | $3,036,000 | -16.3% | 10,461 | -17.3% | 0.12% | -19.5% |
| Q2 2021 | $3,628,000 | +45.5% | 12,652 | +30.4% | 0.15% | +27.4% |
| Q1 2021 | $2,494,000 | -8.3% | 9,700 | -9.6% | 0.12% | -17.6% |
| Q4 2020 | $2,720,000 | +29.0% | 10,731 | +15.6% | 0.14% | -2.7% |
| Q3 2020 | $2,109,000 | +6.1% | 9,280 | -4.2% | 0.15% | +2.1% |
| Q2 2020 | $1,987,000 | +21.4% | 9,685 | -2.6% | 0.14% | -1.4% |
| Q1 2020 | $1,637,000 | -15.1% | 9,944 | -6.1% | 0.14% | -4.6% |
| Q4 2019 | $1,929,000 | +11.8% | 10,589 | +2.0% | 0.15% | -1.9% |
| Q3 2019 | $1,726,000 | -3.4% | 10,379 | -5.1% | 0.16% | +12.3% |
| Q2 2019 | $1,786,000 | +17.8% | 10,932 | +14.3% | 0.14% | -37.8% |
| Q1 2019 | $1,516,000 | -11.7% | 9,562 | -25.2% | 0.22% | -23.4% |
| Q4 2018 | $1,717,000 | -13.4% | 12,777 | +3.8% | 0.29% | -37.6% |
| Q3 2018 | $1,983,000 | +13.1% | 12,311 | +5.2% | 0.46% | +26.4% |
| Q2 2018 | $1,754,000 | +3.7% | 11,703 | -1.9% | 0.37% | -1.1% |
| Q1 2018 | $1,692,000 | -1.7% | 11,926 | -2.6% | 0.37% | +88.8% |
| Q4 2017 | $1,722,000 | +89.2% | 12,244 | +78.7% | 0.20% | -41.0% |
| Q3 2017 | $910,000 | -45.3% | 6,852 | -47.7% | 0.33% | -32.7% |
| Q2 2017 | $1,665,000 | – | 13,108 | – | 0.50% | – |
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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% |