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 | $578,262 | +48.0% | 2,124 | +53.9% | 0.01% | +40.0% |
| Q2 2023 | $390,593 | +11.8% | 1,380 | -1.5% | 0.01% | +25.0% |
| Q1 2023 | $349,509 | +12.7% | 1,401 | -3.7% | 0.00% | 0.0% |
| Q4 2022 | $310,022 | -5.8% | 1,455 | -5.3% | 0.00% | -20.0% |
| Q3 2022 | $329,000 | -3.8% | 1,537 | +0.1% | 0.01% | +25.0% |
| Q2 2022 | $342,000 | -23.0% | 1,536 | -0.5% | 0.00% | -20.0% |
| Q1 2022 | $444,000 | +33.7% | 1,543 | +49.1% | 0.01% | +25.0% |
| Q4 2021 | $332,000 | -26.2% | 1,035 | -33.2% | 0.00% | -20.0% |
| Q3 2021 | $450,000 | – | 1,550 | – | 0.01% | – |
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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% |