VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,769 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,850 | +24.4% | 105,944 | +13.9% | 9.85% | +21.9% |
| Q1 2023 | $23,197 | +45.4% | 92,997 | +24.2% | 8.08% | +37.0% |
| Q4 2022 | $15,951 | -99.5% | 74,847 | +415.8% | 5.90% | +316.4% |
| Q3 2022 | $3,104,000 | +9.3% | 14,512 | +13.8% | 1.42% | +12.1% |
| Q2 2022 | $2,841,000 | -17.3% | 12,748 | +6.7% | 1.26% | -7.3% |
| Q1 2022 | $3,435,000 | -5.0% | 11,943 | +6.0% | 1.36% | -0.3% |
| Q4 2021 | $3,616,000 | +551.5% | 11,269 | +421.7% | 1.37% | +438.6% |
| Q1 2021 | $555,000 | +124.7% | 2,160 | +121.3% | 0.25% | +96.9% |
| Q4 2020 | $247,000 | – | 976 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 93,208 | $28,976,418 | 19.62% |
| McAlister, Sweet & Associates, Inc. | 34,017 | $10,575,205 | 9.82% |
| GoalVest Advisory LLC | 70,143 | $21,806,087 | 9.59% |
| Dentgroup LLC | 20,974 | $6,520,352 | 5.79% |
| FC Advisory LLC | 40,783 | $12,678,709 | 4.90% |
| GILL CAPITAL PARTNERS, LLC | 34,372 | $10,685,598 | 4.50% |
| CATALYST PRIVATE WEALTH, LLC | 13,596 | $4,226,803 | 1.98% |
| Agate Pass Investment Management, LLC | 7,250 | $2,253,880 | 1.31% |
| High Net Worth Advisory Group LLC | 9,096 | $2,828,705 | 1.05% |
| Compass Financial Group, INC/SD | 9,305 | $2,892,660 | 0.76% |