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 | $5,624,352 | +8.3% | 20,654 | +12.5% | 0.53% | -11.6% |
| Q2 2023 | $5,195,079 | +13.7% | 18,360 | +0.2% | 0.60% | +11.0% |
| Q1 2023 | $4,570,278 | +19.1% | 18,322 | +1.7% | 0.54% | +6.9% |
| Q4 2022 | $3,838,748 | +2.2% | 18,013 | +2.6% | 0.51% | -10.5% |
| Q3 2022 | $3,757,000 | +31.8% | 17,561 | +37.3% | 0.57% | +34.2% |
| Q2 2022 | $2,851,000 | -24.3% | 12,792 | -2.3% | 0.42% | -14.0% |
| Q1 2022 | $3,766,000 | -8.5% | 13,094 | +2.1% | 0.49% | -9.5% |
| Q4 2021 | $4,114,000 | +7.9% | 12,819 | -2.5% | 0.54% | -0.9% |
| Q3 2021 | $3,813,000 | -0.2% | 13,142 | -1.4% | 0.55% | +18.0% |
| Q2 2021 | $3,822,000 | +25.8% | 13,326 | +12.8% | 0.47% | -6.8% |
| Q1 2021 | $3,037,000 | +5.1% | 11,818 | +3.6% | 0.50% | -17.6% |
| Q4 2020 | $2,891,000 | -96.5% | 11,412 | +3132.9% | 0.61% | +1345.2% |
| Q3 2020 | $83,625,000 | +0.9% | 353 | -10.2% | 0.04% | -8.7% |
| Q2 2020 | $82,873,000 | -5.8% | 393 | -29.9% | 0.05% | -17.9% |
| Q1 2020 | $87,968,000 | -21.1% | 561 | +0.2% | 0.06% | -16.4% |
| Q4 2019 | $111,512,000 | – | 560 | – | 0.07% | – |
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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% |