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 | $4,304,871 | -10.2% | 15,957 | -4.1% | 1.77% | -0.6% |
| Q2 2023 | $4,791,584 | +19.2% | 16,644 | +3.5% | 1.78% | +5.3% |
| Q1 2023 | $4,020,956 | -45.1% | 16,077 | -51.0% | 1.69% | -44.8% |
| Q4 2022 | $7,320,720 | -30.8% | 32,831 | -30.9% | 3.06% | -32.0% |
| Q3 2022 | $10,572,000 | +5.3% | 47,530 | +5.5% | 4.50% | +11.4% |
| Q2 2022 | $10,044,000 | +27.2% | 45,061 | +44.8% | 4.04% | +40.4% |
| Q1 2022 | $7,895,000 | +739.9% | 31,125 | +962.6% | 2.88% | +751.8% |
| Q4 2021 | $940,000 | – | 2,929 | – | 0.34% | – |
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% |