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 | $776,980 | +2.6% | 2,853 | +6.6% | 0.10% | +5.6% |
| Q2 2023 | $757,435 | +40.9% | 2,677 | +24.2% | 0.09% | +34.3% |
| Q1 2023 | $537,623 | +71.2% | 2,155 | +47.0% | 0.07% | +48.9% |
| Q3 2022 | $314,000 | -7.1% | 1,466 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $338,000 | -19.9% | 1,466 | -8.9% | 0.04% | -13.5% |
| Q1 2022 | $422,000 | -44.7% | 1,609 | -32.3% | 0.05% | -40.2% |
| Q4 2021 | $763,000 | +24.5% | 2,377 | +12.5% | 0.09% | +6.1% |
| Q3 2021 | $613,000 | -3.2% | 2,113 | 0.0% | 0.08% | -11.8% |
| Q2 2021 | $633,000 | +25.3% | 2,113 | +7.6% | 0.09% | +13.4% |
| Q1 2021 | $505,000 | 0.0% | 1,963 | +0.6% | 0.08% | -5.7% |
| Q4 2020 | $505,000 | +31.9% | 1,952 | +15.9% | 0.09% | +13.0% |
| Q3 2020 | $383,000 | +20.8% | 1,684 | +7.3% | 0.08% | 0.0% |
| Q2 2020 | $317,000 | +29.4% | 1,569 | +0.1% | 0.08% | +35.1% |
| Q1 2020 | $245,000 | -14.0% | 1,567 | +0.2% | 0.06% | -1.7% |
| Q4 2019 | $285,000 | – | 1,564 | – | 0.06% | – |
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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% |