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 | $5,736,714 | +54.7% | 19,886 | +50.9% | 2.25% | +65.0% |
| Q2 2023 | $3,708,876 | +68.0% | 13,174 | +50.4% | 1.36% | +55.9% |
| Q1 2023 | $2,207,027 | +53.5% | 8,757 | +37.4% | 0.88% | +15.6% |
| Q4 2022 | $1,437,906 | +0.2% | 6,372 | -2.1% | 0.76% | -6.1% |
| Q3 2022 | $1,435,000 | -11.5% | 6,506 | +3.6% | 0.81% | -6.0% |
| Q2 2022 | $1,621,000 | +6.4% | 6,277 | +4.6% | 0.86% | +0.9% |
| Q1 2022 | $1,523,000 | -5.9% | 6,001 | +6.9% | 0.85% | -44.1% |
| Q4 2021 | $1,618,000 | -8.8% | 5,616 | +2.0% | 1.52% | -6.6% |
| Q3 2021 | $1,774,000 | -91.0% | 5,508 | -91.7% | 1.62% | -62.5% |
| Q2 2021 | $19,816,000 | +12.2% | 66,710 | +4.7% | 4.33% | -17.1% |
| Q1 2021 | $17,654,000 | +19.7% | 63,743 | +9.9% | 5.23% | +16.2% |
| Q4 2020 | $14,752,000 | +22.6% | 57,985 | +11.1% | 4.50% | -8.6% |
| Q3 2020 | $12,037,000 | – | 52,209 | – | 4.92% | – |
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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% |