VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,558,119 | -3.4% | 20,411 | +0.4% | 2.87% | -4.7% |
| Q2 2023 | $5,754,840 | +14.0% | 20,338 | +0.5% | 3.02% | +9.4% |
| Q1 2023 | $5,045,922 | +19.9% | 20,229 | +2.5% | 2.76% | +8.0% |
| Q4 2022 | $4,207,857 | -21.1% | 19,745 | -20.8% | 2.55% | -22.1% |
| Q3 2022 | $5,333,000 | -29.4% | 24,925 | -26.5% | 3.28% | -35.3% |
| Q2 2022 | $7,557,000 | -19.1% | 33,903 | +4.4% | 5.06% | -10.4% |
| Q1 2022 | $9,340,000 | +27.1% | 32,476 | +41.8% | 5.65% | +25.5% |
| Q4 2021 | $7,349,000 | +39.3% | 22,901 | +26.0% | 4.50% | +29.2% |
| Q3 2021 | $5,276,000 | -3.7% | 18,182 | -4.8% | 3.48% | -9.4% |
| Q2 2021 | $5,480,000 | +1.2% | 19,106 | -9.3% | 3.85% | +1.9% |
| Q1 2021 | $5,415,000 | -10.7% | 21,065 | -12.0% | 3.78% | -16.2% |
| Q4 2020 | $6,067,000 | +37.5% | 23,950 | +23.6% | 4.50% | +19.6% |
| Q3 2020 | $4,411,000 | -2.5% | 19,378 | -13.4% | 3.77% | -7.1% |
| Q2 2020 | $4,523,000 | +8.7% | 22,380 | -15.7% | 4.06% | -1.7% |
| Q1 2020 | $4,160,000 | -23.7% | 26,550 | -11.3% | 4.12% | -8.2% |
| Q4 2019 | $5,451,000 | +8.6% | 29,924 | -0.9% | 4.49% | -0.6% |
| Q3 2019 | $5,021,000 | -1.1% | 30,197 | -0.7% | 4.52% | -2.8% |
| Q2 2019 | $5,079,000 | +0.9% | 30,407 | -4.4% | 4.65% | -4.4% |
| Q1 2019 | $5,033,000 | +18.3% | 31,821 | +0.5% | 4.86% | +5.4% |
| Q4 2018 | $4,254,000 | – | 31,665 | – | 4.62% | – |
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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% |