VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $704,194 | -0.5% | 2,586 | +3.4% | 0.05% | +4.3% |
| Q2 2023 | $707,966 | +105.2% | 2,502 | +80.9% | 0.05% | +91.7% |
| Q1 2023 | $344,976 | +15.5% | 1,383 | -1.4% | 0.02% | +9.1% |
| Q4 2022 | $298,780 | -5.4% | 1,402 | -5.1% | 0.02% | -12.0% |
| Q3 2022 | $316,000 | +35.0% | 1,478 | +40.8% | 0.02% | +38.9% |
| Q2 2022 | $234,000 | -24.3% | 1,050 | -2.4% | 0.02% | -14.3% |
| Q1 2022 | $309,000 | -10.4% | 1,076 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $345,000 | +10.6% | 1,076 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $312,000 | +1.0% | 1,076 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $309,000 | +66.1% | 1,076 | +48.6% | 0.02% | +57.1% |
| Q1 2021 | $186,000 | -5.1% | 724 | -6.5% | 0.01% | -12.5% |
| Q4 2020 | $196,000 | +39.0% | 774 | +25.0% | 0.02% | +23.1% |
| Q3 2020 | $141,000 | +12.8% | 619 | 0.0% | 0.01% | +8.3% |
| Q2 2020 | $125,000 | +28.9% | 619 | 0.0% | 0.01% | +33.3% |
| Q1 2020 | $97,000 | -34.9% | 619 | -24.4% | 0.01% | -18.2% |
| Q4 2019 | $149,000 | +204.1% | 819 | +179.5% | 0.01% | +175.0% |
| Q3 2019 | $49,000 | +2.1% | 293 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $48,000 | +4.3% | 293 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $46,000 | +17.9% | 293 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $39,000 | -17.0% | 293 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $47,000 | +6.8% | 293 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $44,000 | +4.8% | 293 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $42,000 | – | 293 | – | 0.00% | – |
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% |