VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $643,832 | +2.3% | 2,364 | +6.3% | 0.46% | +4.8% |
| Q2 2023 | $629,394 | +93.9% | 2,224 | +70.9% | 0.44% | +34.0% |
| Q1 2023 | $324,594 | +14.9% | 1,301 | -1.8% | 0.33% | +10.9% |
| Q4 2022 | $282,424 | -2.6% | 1,325 | -2.4% | 0.29% | -9.0% |
| Q3 2022 | $290,000 | -6.1% | 1,357 | -2.2% | 0.32% | -5.8% |
| Q2 2022 | $309,000 | -16.5% | 1,388 | +7.9% | 0.34% | -19.3% |
| Q1 2022 | $370,000 | -6.3% | 1,286 | +4.5% | 0.42% | -6.0% |
| Q4 2021 | $395,000 | -29.8% | 1,231 | -36.5% | 0.45% | -6.4% |
| Q3 2021 | $563,000 | -8.5% | 1,940 | -9.5% | 0.48% | -8.9% |
| Q2 2021 | $615,000 | +4.4% | 2,144 | -6.4% | 0.53% | +1.0% |
| Q1 2021 | $589,000 | +6.1% | 2,291 | +4.6% | 0.52% | +0.2% |
| Q4 2020 | $555,000 | +13.7% | 2,190 | +2.2% | 0.52% | +14.7% |
| Q3 2020 | $488,000 | +10.7% | 2,142 | +1.9% | 0.46% | +2.9% |
| Q2 2020 | $441,000 | +39.1% | 2,102 | +4.1% | 0.44% | +41.4% |
| Q1 2020 | $317,000 | -20.8% | 2,020 | -8.0% | 0.31% | -15.8% |
| Q4 2019 | $400,000 | – | 2,196 | – | 0.37% | – |
Download | ||||||
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% |