VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,947,905 | +81.0% | 7,322 | +98.1% | 0.12% | +142.9% |
| Q2 2023 | $1,076,048 | +25.4% | 3,696 | +6.9% | 0.05% | -38.8% |
| Q1 2023 | $858,386 | -2.6% | 3,458 | -10.9% | 0.08% | -10.1% |
| Q4 2022 | $881,031 | -26.4% | 3,881 | -32.4% | 0.09% | -33.1% |
| Q3 2022 | $1,197,000 | -12.8% | 5,742 | +0.3% | 0.13% | -29.6% |
| Q2 2022 | $1,373,000 | -31.4% | 5,723 | -22.8% | 0.19% | -26.2% |
| Q1 2022 | $2,002,000 | -4.7% | 7,409 | -1.4% | 0.26% | 0.0% |
| Q4 2021 | $2,101,000 | -14.0% | 7,513 | -2.4% | 0.26% | -4.5% |
| Q3 2021 | $2,444,000 | +2.4% | 7,701 | -4.1% | 0.27% | -20.0% |
| Q2 2021 | $2,386,000 | +220.7% | 8,028 | +186.2% | 0.34% | +101.8% |
| Q1 2021 | $744,000 | – | 2,805 | – | 0.17% | – |
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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% |