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 | $387,315 | -4.4% | 1,422 | -0.7% | 0.14% | -5.4% |
| Q2 2023 | $405,292 | -23.7% | 1,432 | -32.7% | 0.15% | -27.6% |
| Q1 2023 | $531,140 | +21.1% | 2,129 | +3.4% | 0.20% | +8.0% |
| Q4 2022 | $438,651 | -10.8% | 2,058 | -10.5% | 0.19% | -13.4% |
| Q3 2022 | $492,000 | -14.0% | 2,299 | -10.4% | 0.22% | -12.5% |
| Q2 2022 | $572,000 | -41.3% | 2,565 | -24.4% | 0.25% | -48.1% |
| Q1 2022 | $975,000 | +129.4% | 3,391 | +155.9% | 0.48% | +141.4% |
| Q4 2021 | $425,000 | +0.7% | 1,325 | -8.8% | 0.20% | -5.3% |
| Q3 2021 | $422,000 | +6.3% | 1,453 | +4.9% | 0.21% | -0.5% |
| Q2 2021 | $397,000 | +8.5% | 1,385 | -2.8% | 0.21% | -8.7% |
| Q1 2021 | $366,000 | +4.3% | 1,425 | +3.0% | 0.23% | -5.0% |
| Q4 2020 | $351,000 | 0.0% | 1,384 | -10.4% | 0.24% | -16.8% |
| Q3 2020 | $351,000 | +12.5% | 1,544 | 0.0% | 0.29% | +7.0% |
| Q2 2020 | $312,000 | +10.6% | 1,544 | -14.1% | 0.27% | -4.6% |
| Q1 2020 | $282,000 | -37.1% | 1,797 | -27.0% | 0.28% | -30.7% |
| Q4 2019 | $448,000 | -25.3% | 2,462 | -31.8% | 0.41% | -16.6% |
| Q3 2019 | $600,000 | +0.5% | 3,610 | -1.2% | 0.49% | +2.3% |
| Q2 2019 | $597,000 | -5.2% | 3,655 | -9.3% | 0.48% | +1.5% |
| Q1 2019 | $630,000 | +13.3% | 4,029 | -2.7% | 0.48% | +0.8% |
| Q4 2018 | $556,000 | -24.1% | 4,141 | -9.0% | 0.47% | -14.2% |
| Q3 2018 | $733,000 | +4.3% | 4,549 | -3.1% | 0.55% | +4.0% |
| Q2 2018 | $703,000 | +2.2% | 4,695 | -3.2% | 0.53% | +3.3% |
| Q1 2018 | $688,000 | +0.9% | 4,850 | +0.0% | 0.51% | -8.1% |
| Q4 2017 | $682,000 | +4.0% | 4,849 | -1.8% | 0.56% | -39.4% |
| Q3 2017 | $656,000 | -3.0% | 4,939 | -7.1% | 0.92% | +48.8% |
| Q2 2017 | $676,000 | +8.2% | 5,318 | +3.5% | 0.62% | +6.7% |
| Q1 2017 | $625,000 | -12.1% | 5,136 | -19.5% | 0.58% | -20.3% |
| Q4 2016 | $711,000 | – | 6,380 | – | 0.72% | – |
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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% |