VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,433,945 | -3.2% | 60,350 | +0.6% | 1.72% | -5.0% |
| Q2 2023 | $16,973,054 | +13.3% | 59,984 | -0.1% | 1.81% | +1.1% |
| Q1 2023 | $14,982,045 | +16.9% | 60,063 | -0.1% | 1.79% | +10.0% |
| Q4 2022 | $12,817,173 | +18.5% | 60,143 | +19.0% | 1.62% | +0.2% |
| Q3 2022 | $10,813,000 | -3.5% | 50,539 | +0.5% | 1.62% | -6.5% |
| Q2 2022 | $11,206,000 | -21.6% | 50,276 | +1.2% | 1.73% | -16.4% |
| Q1 2022 | $14,290,000 | -9.0% | 49,686 | +1.5% | 2.07% | -6.8% |
| Q4 2021 | $15,710,000 | +5.9% | 48,956 | -4.2% | 2.22% | -3.6% |
| Q3 2021 | $14,831,000 | -1.5% | 51,112 | -2.6% | 2.31% | -2.3% |
| Q2 2021 | $15,050,000 | +8.4% | 52,475 | -2.9% | 2.36% | +0.2% |
| Q1 2021 | $13,886,000 | +1.8% | 54,023 | +0.4% | 2.36% | -6.8% |
| Q4 2020 | $13,638,000 | +13.7% | 53,833 | +2.2% | 2.53% | +1.2% |
| Q3 2020 | $11,992,000 | +13.2% | 52,689 | +0.5% | 2.50% | +9.5% |
| Q2 2020 | $10,590,000 | +4942.9% | 52,402 | +3813.5% | 2.28% | +4124.1% |
| Q1 2020 | $210,000 | -13.9% | 1,339 | 0.0% | 0.05% | +12.5% |
| Q4 2019 | $244,000 | +9.4% | 1,339 | 0.0% | 0.05% | +6.7% |
| Q3 2019 | $223,000 | +1.8% | 1,339 | 0.0% | 0.04% | +2.3% |
| Q2 2019 | $219,000 | +4.8% | 1,339 | 0.0% | 0.04% | +2.3% |
| Q1 2019 | $209,000 | +16.1% | 1,339 | 0.0% | 0.04% | +2.4% |
| Q4 2018 | $180,000 | – | 1,339 | – | 0.04% | – |
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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% |