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 | $499,363 | -5.9% | 1,820 | +0.1% | 0.38% | +1.1% |
| Q2 2023 | $530,812 | +47.6% | 1,819 | +24.3% | 0.38% | +39.4% |
| Q1 2023 | $359,647 | +71.8% | 1,463 | +55.5% | 0.27% | +70.3% |
| Q4 2022 | $209,334 | -26.5% | 941 | -24.0% | 0.16% | -28.8% |
| Q2 2022 | $285,000 | -7.2% | 1,238 | -5.4% | 0.22% | -4.3% |
| Q1 2022 | $307,000 | +7.0% | 1,308 | +25.2% | 0.23% | +3.1% |
| Q4 2021 | $287,000 | – | 1,045 | – | 0.22% | – |
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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% |