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 | $410,371 | -1.5% | 1,507 | +2.4% | 0.18% | +1.7% |
| Q2 2023 | $416,517 | +13.4% | 1,472 | 0.0% | 0.18% | +4.2% |
| Q1 2023 | $367,176 | +17.0% | 1,472 | 0.0% | 0.17% | +6.3% |
| Q4 2022 | $313,698 | -3.8% | 1,472 | -3.3% | 0.16% | -11.2% |
| Q3 2022 | $326,000 | -7.4% | 1,523 | -3.5% | 0.18% | 0.0% |
| Q2 2022 | $352,000 | -33.2% | 1,578 | -13.9% | 0.18% | -19.8% |
| Q1 2022 | $527,000 | -16.3% | 1,833 | -6.6% | 0.22% | -13.6% |
| Q4 2021 | $630,000 | +20.0% | 1,962 | +8.4% | 0.26% | +11.3% |
| Q3 2021 | $525,000 | +10.8% | 1,810 | +9.4% | 0.23% | +10.5% |
| Q2 2021 | $474,000 | +15.3% | 1,654 | +3.4% | 0.21% | +18.8% |
| Q1 2021 | $411,000 | +16.1% | 1,599 | +14.5% | 0.18% | +10.0% |
| Q4 2020 | $354,000 | +3.5% | 1,397 | -7.0% | 0.16% | +3.2% |
| Q3 2020 | $342,000 | +15.9% | 1,502 | +2.9% | 0.16% | +5.4% |
| Q2 2020 | $295,000 | +28.3% | 1,460 | -0.7% | 0.15% | +5.8% |
| Q1 2020 | $230,000 | -34.3% | 1,470 | -19.9% | 0.14% | -2.1% |
| Q4 2019 | $350,000 | +19.5% | 1,836 | +10.2% | 0.14% | +13.6% |
| Q3 2019 | $293,000 | +4.3% | 1,666 | -1.8% | 0.12% | -1.6% |
| Q2 2019 | $281,000 | +1.4% | 1,696 | -1.2% | 0.13% | -3.1% |
| Q1 2019 | $277,000 | – | 1,716 | – | 0.13% | – |
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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% |