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 | $356,726 | -3.8% | 1,310 | 0.0% | 0.26% | +0.8% |
| Q2 2023 | $370,678 | +13.4% | 1,310 | 0.0% | 0.26% | +9.1% |
| Q1 2023 | $326,766 | +17.0% | 1,310 | 0.0% | 0.24% | +12.6% |
| Q4 2022 | $279,174 | -0.3% | 1,310 | 0.0% | 0.21% | -8.5% |
| Q3 2022 | $280,000 | -4.1% | 1,310 | 0.0% | 0.23% | +7.3% |
| Q2 2022 | $292,000 | -22.5% | 1,310 | 0.0% | 0.22% | -6.8% |
| Q1 2022 | $377,000 | -15.1% | 1,310 | -5.4% | 0.23% | -7.1% |
| Q4 2021 | $444,000 | +10.4% | 1,385 | 0.0% | 0.25% | -1.9% |
| Q3 2021 | $402,000 | -2.4% | 1,385 | -3.5% | 0.26% | -2.7% |
| Q2 2021 | $412,000 | +12.6% | 1,435 | +0.7% | 0.26% | +6.0% |
| Q1 2021 | $366,000 | +11.2% | 1,425 | +9.6% | 0.25% | +5.1% |
| Q4 2020 | $329,000 | -3.5% | 1,300 | -13.3% | 0.24% | -8.8% |
| Q3 2020 | $341,000 | +4.3% | 1,500 | -7.4% | 0.26% | -2.6% |
| Q2 2020 | $327,000 | – | 1,620 | – | 0.27% | – |
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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% |