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 | $43,057,399 | -4.5% | 158,119 | -0.7% | 26.77% | -4.8% |
| Q2 2023 | $45,072,430 | +11.2% | 159,289 | -1.9% | 28.12% | +1.6% |
| Q1 2023 | $40,522,539 | +14.5% | 162,454 | -2.2% | 27.66% | +5.7% |
| Q4 2022 | $35,385,009 | +3.5% | 166,041 | +3.9% | 26.16% | -4.2% |
| Q3 2022 | $34,198,000 | -3.9% | 159,842 | +0.1% | 27.30% | +1.0% |
| Q2 2022 | $35,591,000 | -17.8% | 159,681 | +6.1% | 27.04% | -13.8% |
| Q1 2022 | $43,280,000 | -8.8% | 150,486 | +1.8% | 31.36% | +0.4% |
| Q4 2021 | $47,442,000 | +6.9% | 147,841 | -3.3% | 31.23% | +3.1% |
| Q3 2021 | $44,361,000 | -0.5% | 152,879 | -1.6% | 30.28% | -2.9% |
| Q2 2021 | $44,565,000 | +12.1% | 155,381 | +0.5% | 31.20% | +0.8% |
| Q1 2021 | $39,752,000 | +1.1% | 154,653 | -0.3% | 30.97% | -19.8% |
| Q4 2020 | $39,311,000 | +8.0% | 155,171 | -2.9% | 38.63% | -2.4% |
| Q3 2020 | $36,389,000 | +9.0% | 159,873 | -3.2% | 39.58% | +4.3% |
| Q2 2020 | $33,377,000 | +27.3% | 165,157 | -1.3% | 37.95% | +10.6% |
| Q1 2020 | $26,224,000 | -17.8% | 167,365 | -4.4% | 34.33% | +2.7% |
| Q4 2019 | $31,890,000 | +9.4% | 175,058 | -0.2% | 33.42% | +40.4% |
| Q3 2019 | $29,161,000 | +3.0% | 175,370 | +1.2% | 23.80% | +1.6% |
| Q2 2019 | $28,320,000 | +4.8% | 173,330 | +0.3% | 23.43% | +5.4% |
| Q1 2019 | $27,023,000 | +17.6% | 172,761 | +1.0% | 22.23% | +6.0% |
| Q4 2018 | $22,973,000 | -15.8% | 171,019 | +1.0% | 20.97% | -7.3% |
| Q3 2018 | $27,272,000 | +3.6% | 169,347 | -3.6% | 22.63% | +2.9% |
| Q2 2018 | $26,318,000 | +8.5% | 175,676 | +2.8% | 21.99% | +4.7% |
| Q1 2018 | $24,252,000 | +4.0% | 170,931 | +3.6% | 21.00% | +2.5% |
| Q4 2017 | $23,314,000 | +34.0% | 164,993 | +25.9% | 20.48% | +28.9% |
| Q3 2017 | $17,395,000 | +2.7% | 131,039 | -1.7% | 15.89% | -0.4% |
| Q2 2017 | $16,943,000 | +3.2% | 133,369 | -1.2% | 15.96% | -0.1% |
| Q1 2017 | $16,419,000 | +6.6% | 134,960 | -2.3% | 15.98% | +2.3% |
| Q4 2016 | $15,402,000 | – | 138,157 | – | 15.62% | – |
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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% |