VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,464 | -6.9% | 2,014 | -3.3% | 0.02% | -5.0% |
| Q2 2023 | $589,234 | +13.5% | 2,082 | +0.0% | 0.02% | +11.1% |
| Q1 2023 | $518,967 | +27.6% | 2,081 | +9.1% | 0.02% | +20.0% |
| Q4 2022 | $406,678 | -13.3% | 1,908 | -13.0% | 0.02% | -16.7% |
| Q3 2022 | $469,000 | -18.7% | 2,194 | -4.2% | 0.02% | -14.3% |
| Q2 2022 | $577,000 | -28.5% | 2,291 | -18.3% | 0.02% | -19.2% |
| Q1 2022 | $807,000 | -16.6% | 2,805 | -7.0% | 0.03% | -10.3% |
| Q4 2021 | $968,000 | +10.6% | 3,017 | +0.1% | 0.03% | +3.6% |
| Q3 2021 | $875,000 | +1.3% | 3,015 | +0.0% | 0.03% | 0.0% |
| Q2 2021 | $864,000 | +9.4% | 3,014 | -1.9% | 0.03% | +3.7% |
| Q1 2021 | $790,000 | +1.5% | 3,072 | +0.0% | 0.03% | -3.6% |
| Q4 2020 | $778,000 | +63.1% | 3,071 | +46.5% | 0.03% | +40.0% |
| Q3 2020 | $477,000 | +12.8% | 2,096 | +0.1% | 0.02% | +5.3% |
| Q2 2020 | $423,000 | – | 2,094 | – | 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% |