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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,008 | +0.7% | 2,167 | +4.6% | 0.21% | +0.5% |
| Q2 2023 | $585,917 | +13.4% | 2,071 | 0.0% | 0.21% | +6.5% |
| Q1 2023 | $516,507 | +28.0% | 2,071 | +9.3% | 0.20% | +21.2% |
| Q4 2022 | $403,559 | -3.5% | 1,894 | -3.1% | 0.16% | -20.3% |
| Q3 2022 | $418,000 | -18.2% | 1,954 | -14.8% | 0.21% | -14.8% |
| Q2 2022 | $511,000 | -22.8% | 2,294 | -0.3% | 0.24% | -20.6% |
| Q1 2022 | $662,000 | +8.9% | 2,301 | +21.5% | 0.31% | +2.7% |
| Q4 2021 | $608,000 | +10.7% | 1,894 | 0.0% | 0.30% | -15.1% |
| Q3 2021 | $549,000 | +0.4% | 1,894 | -0.7% | 0.35% | -5.4% |
| Q2 2021 | $547,000 | +7.3% | 1,907 | -3.8% | 0.37% | -6.3% |
| Q1 2021 | $510,000 | +6.9% | 1,983 | +5.3% | 0.40% | -3.9% |
| Q4 2020 | $477,000 | – | 1,883 | – | 0.41% | – |
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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% |