VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,761,846 | +14.7% | 6,470 | +19.2% | 1.25% | +20.8% |
| Q2 2023 | $1,535,907 | +529.6% | 5,428 | +455.0% | 1.03% | +454.8% |
| Q1 2023 | $243,952 | +258.8% | 978 | +208.5% | 0.19% | +272.0% |
| Q3 2022 | $68,000 | +4.6% | 317 | +8.6% | 0.05% | +8.7% |
| Q2 2022 | $65,000 | -23.5% | 292 | -1.4% | 0.05% | -13.2% |
| Q1 2022 | $85,000 | +9.0% | 296 | +21.3% | 0.05% | -13.1% |
| Q4 2021 | $78,000 | 0.0% | 244 | -28.7% | 0.06% | -33.0% |
| Q3 2020 | $78,000 | +13.0% | 342 | 0.0% | 0.09% | +13.8% |
| Q2 2020 | $69,000 | +245.0% | 342 | +167.2% | 0.08% | +185.7% |
| Q1 2020 | $20,000 | -13.0% | 128 | 0.0% | 0.03% | +21.7% |
| Q4 2019 | $23,000 | – | 128 | – | 0.02% | – |
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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% |