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 | $13,293,406 | -1.9% | 48,817 | +1.9% | 4.09% | +2.0% |
| Q2 2023 | $13,557,144 | +13.4% | 47,912 | -0.0% | 4.01% | +2.3% |
| Q1 2023 | $11,951,561 | +19.3% | 47,914 | +1.9% | 3.92% | +8.3% |
| Q4 2022 | $10,017,067 | +2.5% | 47,004 | +2.9% | 3.62% | -8.1% |
| Q3 2022 | $9,777,000 | -3.5% | 45,698 | +0.5% | 3.94% | -1.3% |
| Q2 2022 | $10,135,000 | -21.4% | 45,470 | +1.4% | 3.99% | -1.9% |
| Q1 2022 | $12,899,000 | -9.8% | 44,850 | +0.6% | 4.07% | -15.5% |
| Q4 2021 | $14,305,000 | +28.6% | 44,577 | +16.3% | 4.82% | -9.8% |
| Q3 2021 | $11,124,000 | -12.9% | 38,337 | -13.9% | 5.34% | +7.0% |
| Q2 2021 | $12,776,000 | +11.6% | 44,545 | +0.1% | 4.99% | +2.8% |
| Q1 2021 | $11,444,000 | +0.6% | 44,521 | -0.9% | 4.86% | -7.0% |
| Q4 2020 | $11,378,000 | +10.3% | 44,911 | -0.9% | 5.22% | -9.7% |
| Q3 2020 | $10,314,000 | +12.2% | 45,314 | -0.4% | 5.78% | -3.6% |
| Q2 2020 | $9,193,000 | +27.1% | 45,490 | -1.4% | 6.00% | +9.3% |
| Q1 2020 | $7,232,000 | +4.7% | 46,152 | +21.7% | 5.49% | +9.7% |
| Q4 2019 | $6,907,000 | -8.5% | 37,916 | -16.5% | 5.00% | -10.1% |
| Q3 2019 | $7,548,000 | +21.3% | 45,396 | +19.2% | 5.56% | +4.9% |
| Q2 2019 | $6,224,000 | +3.6% | 38,096 | -0.8% | 5.30% | -1.3% |
| Q1 2019 | $6,009,000 | +4.2% | 38,416 | -11.3% | 5.38% | +18.4% |
| Q4 2018 | $5,766,000 | – | 43,334 | – | 4.54% | – |
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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% |