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 | $20,482,430 | -2.4% | 75,217 | +1.5% | 8.07% | -0.8% |
| Q2 2023 | $20,978,515 | +15.3% | 74,140 | +1.7% | 8.13% | +4.7% |
| Q1 2023 | $18,191,484 | +21.9% | 72,929 | +4.2% | 7.76% | +9.6% |
| Q4 2022 | $14,922,125 | +3.5% | 70,021 | +3.9% | 7.08% | -5.6% |
| Q3 2022 | $14,423,000 | -3.1% | 67,415 | +1.0% | 7.50% | +0.1% |
| Q2 2022 | $14,884,000 | -22.6% | 66,779 | -0.2% | 7.50% | -3.6% |
| Q1 2022 | $19,239,000 | -6.9% | 66,895 | +3.9% | 7.78% | -33.9% |
| Q4 2021 | $20,666,000 | +9.1% | 64,399 | -1.3% | 11.76% | +42.8% |
| Q3 2021 | $18,941,000 | -0.5% | 65,276 | -1.7% | 8.23% | -0.8% |
| Q2 2021 | $19,037,000 | +12.2% | 66,375 | +0.5% | 8.30% | +3.3% |
| Q1 2021 | $16,973,000 | +3.5% | 66,034 | +2.0% | 8.03% | -0.8% |
| Q4 2020 | $16,400,000 | +11.3% | 64,734 | 0.0% | 8.09% | -1.6% |
| Q3 2020 | $14,734,000 | +10.9% | 64,734 | -1.5% | 8.23% | +2.7% |
| Q2 2020 | $13,280,000 | +44.8% | 65,715 | +12.3% | 8.01% | +15.7% |
| Q1 2020 | $9,173,000 | -20.3% | 58,543 | -7.3% | 6.92% | -0.1% |
| Q4 2019 | $11,509,000 | +7.9% | 63,180 | -1.6% | 6.93% | -6.2% |
| Q3 2019 | $10,671,000 | +1.0% | 64,176 | -0.8% | 7.39% | -0.7% |
| Q2 2019 | $10,567,000 | +6.2% | 64,671 | +1.6% | 7.44% | -0.9% |
| Q1 2019 | $9,952,000 | +14.8% | 63,623 | -1.4% | 7.51% | -2.2% |
| Q4 2018 | $8,670,000 | -13.8% | 64,546 | +3.4% | 7.67% | +0.7% |
| Q3 2018 | $10,057,000 | +28.0% | 62,452 | +19.1% | 7.62% | +23.1% |
| Q2 2018 | $7,856,000 | -3.0% | 52,439 | -8.2% | 6.19% | -6.1% |
| Q1 2018 | $8,103,000 | -0.7% | 57,109 | -1.5% | 6.59% | -2.5% |
| Q4 2017 | $8,158,000 | – | 57,999 | – | 6.76% | – |
Download | ||||||
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% |