VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $492,000 | -10.7% | 1,712 | -0.3% | 0.01% | +7.7% |
| Q4 2021 | $551,000 | +5.4% | 1,717 | -4.7% | 0.01% | +8.3% |
| Q3 2021 | $523,000 | -25.7% | 1,802 | -26.5% | 0.01% | -25.0% |
| Q2 2021 | $704,000 | -2.6% | 2,453 | -12.8% | 0.02% | -5.9% |
| Q1 2021 | $723,000 | -0.7% | 2,814 | -2.0% | 0.02% | -5.6% |
| Q4 2020 | $728,000 | +9.3% | 2,872 | -1.8% | 0.02% | -5.3% |
| Q3 2020 | $666,000 | +7.4% | 2,926 | -4.7% | 0.02% | +5.6% |
| Q2 2020 | $620,000 | +17.2% | 3,069 | -9.0% | 0.02% | 0.0% |
| Q1 2020 | $529,000 | -16.6% | 3,373 | -3.2% | 0.02% | +5.9% |
| Q4 2019 | $634,000 | +16.3% | 3,483 | +6.2% | 0.02% | +13.3% |
| Q3 2019 | $545,000 | -1.6% | 3,279 | -3.4% | 0.02% | 0.0% |
| Q2 2019 | $554,000 | +2670.0% | 3,393 | +1754.1% | 0.02% | +1400.0% |
| Q4 2016 | $20,000 | -4.8% | 183 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $21,000 | – | 183 | – | 0.00% | – |
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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% |