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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $260,606 | +28.5% | 921 | +13.3% | 0.14% | +12.3% |
| Q1 2023 | $202,795 | -13.3% | 813 | 0.0% | 0.12% | -10.3% |
| Q1 2022 | $234,000 | -10.3% | 813 | -0.1% | 0.14% | -6.2% |
| Q4 2021 | $261,000 | +10.6% | 814 | +0.1% | 0.14% | +0.7% |
| Q3 2021 | $236,000 | +1.3% | 813 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $233,000 | +11.5% | 813 | 0.0% | 0.14% | +7.5% |
| Q1 2021 | $209,000 | -7.9% | 813 | -9.2% | 0.13% | -17.3% |
| Q4 2020 | $227,000 | +11.3% | 895 | 0.0% | 0.16% | +1.2% |
| Q3 2020 | $204,000 | +12.7% | 895 | 0.0% | 0.16% | +9.6% |
| Q2 2020 | $181,000 | +341.5% | 895 | +240.3% | 0.15% | +284.2% |
| Q1 2020 | $41,000 | -14.6% | 263 | 0.0% | 0.04% | +2.7% |
| Q4 2019 | $48,000 | – | 263 | – | 0.04% | – |
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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% |