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 | $28,026,060 | -3.4% | 102,920 | +0.4% | 25.23% | -1.7% |
| Q2 2023 | $29,006,014 | +15.5% | 102,509 | +1.8% | 25.66% | +6.8% |
| Q1 2023 | $25,103,986 | +19.9% | 100,734 | +2.5% | 24.03% | +8.5% |
| Q4 2022 | $20,939,979 | +39.5% | 98,249 | +40.0% | 22.16% | +24.2% |
| Q3 2022 | $15,011,000 | +4.1% | 70,154 | +8.4% | 17.84% | +11.5% |
| Q2 2022 | $14,424,000 | -45.8% | 64,732 | -30.0% | 15.99% | -27.7% |
| Q1 2022 | $26,611,000 | -5.0% | 92,526 | +5.9% | 22.13% | -3.9% |
| Q4 2021 | $28,026,000 | – | 87,343 | – | 23.02% | – |
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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% |