VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,340,544 | -2.1% | 19,612 | +1.8% | 0.18% | +2.8% |
| Q2 2023 | $5,452,356 | +14.7% | 19,269 | +1.1% | 0.18% | +9.1% |
| Q1 2023 | $4,753,079 | -0.5% | 19,055 | -15.0% | 0.16% | -8.8% |
| Q4 2022 | $4,774,730 | +25.8% | 22,405 | +26.3% | 0.18% | +11.0% |
| Q3 2022 | $3,796,000 | +39.7% | 17,744 | +45.6% | 0.16% | +43.0% |
| Q2 2022 | $2,717,000 | +8.3% | 12,189 | +23.2% | 0.11% | +14.0% |
| Q1 2022 | $2,509,000 | -22.4% | 9,893 | -1.9% | 0.10% | -11.5% |
| Q4 2021 | $3,235,000 | +10.6% | 10,081 | 0.0% | 0.11% | -1.7% |
| Q3 2021 | $2,925,000 | +0.3% | 10,081 | -0.8% | 0.12% | +0.9% |
| Q2 2021 | $2,915,000 | +11.6% | 10,162 | 0.0% | 0.11% | +0.9% |
| Q1 2021 | $2,612,000 | -6.2% | 10,162 | -7.6% | 0.11% | -13.7% |
| Q4 2020 | $2,785,000 | +26.2% | 10,995 | +13.4% | 0.13% | +9.2% |
| Q3 2020 | $2,206,000 | +23.4% | 9,693 | +9.6% | 0.12% | +10.1% |
| Q2 2020 | $1,788,000 | +38.5% | 8,848 | +7.4% | 0.11% | +13.5% |
| Q1 2020 | $1,291,000 | -4.5% | 8,236 | +11.0% | 0.10% | +20.0% |
| Q4 2019 | $1,352,000 | +9.6% | 7,420 | 0.0% | 0.08% | +2.6% |
| Q3 2019 | $1,234,000 | +12.6% | 7,420 | +10.6% | 0.08% | +9.9% |
| Q2 2019 | $1,096,000 | +4.5% | 6,709 | 0.0% | 0.07% | +4.4% |
| Q1 2019 | $1,049,000 | +16.4% | 6,709 | 0.0% | 0.07% | +9.7% |
| Q4 2018 | $901,000 | -19.8% | 6,709 | -3.8% | 0.06% | -8.8% |
| Q3 2018 | $1,124,000 | +7.6% | 6,977 | 0.0% | 0.07% | -19.0% |
| Q2 2018 | $1,045,000 | +8.2% | 6,977 | +2.5% | 0.08% | +7.7% |
| Q1 2018 | $966,000 | +24.6% | 6,809 | +23.6% | 0.08% | +27.9% |
| Q4 2017 | $775,000 | +5.6% | 5,509 | -0.4% | 0.06% | -1.6% |
| Q3 2017 | $734,000 | +4.1% | 5,529 | -0.4% | 0.06% | 0.0% |
| Q2 2017 | $705,000 | +4.3% | 5,553 | 0.0% | 0.06% | +8.8% |
| Q1 2017 | $676,000 | +20.3% | 5,553 | +10.1% | 0.06% | +11.8% |
| Q4 2016 | $562,000 | +0.2% | 5,044 | +0.9% | 0.05% | -1.9% |
| Q3 2016 | $561,000 | +4.7% | 5,000 | 0.0% | 0.05% | -7.1% |
| Q2 2016 | $536,000 | +0.8% | 5,000 | 0.0% | 0.06% | -12.5% |
| Q1 2016 | $532,000 | 0.0% | 5,000 | 0.0% | 0.06% | +20.8% |
| Q4 2015 | $532,000 | +6.2% | 5,000 | 0.0% | 0.05% | -25.4% |
| Q3 2015 | $501,000 | -6.4% | 5,000 | 0.0% | 0.07% | +36.5% |
| Q2 2015 | $535,000 | +2.3% | 5,000 | 0.0% | 0.05% | +2.0% |
| Q1 2015 | $523,000 | -0.6% | 5,000 | -0.7% | 0.05% | -5.6% |
| Q4 2014 | $526,000 | +4.8% | 5,035 | 0.0% | 0.05% | -1.8% |
| Q3 2014 | $502,000 | -9.9% | 5,035 | -10.7% | 0.06% | -6.8% |
| Q2 2014 | $557,000 | +6.3% | 5,637 | +0.5% | 0.06% | 0.0% |
| Q1 2014 | $524,000 | +0.4% | 5,610 | 0.0% | 0.06% | -4.8% |
| Q4 2013 | $522,000 | +1.2% | 5,610 | -8.0% | 0.06% | -10.1% |
| Q3 2013 | $516,000 | +6.2% | 6,100 | -2.0% | 0.07% | -8.0% |
| Q2 2013 | $486,000 | – | 6,225 | – | 0.08% | – |
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% |