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 | $364,452 | -4.3% | 1,338 | -0.6% | 0.03% | -3.6% |
| Q2 2023 | $380,969 | +12.7% | 1,346 | -0.7% | 0.03% | +21.7% |
| Q1 2023 | $338,046 | +2.6% | 1,355 | -12.4% | 0.02% | -4.2% |
| Q4 2022 | $329,476 | +24.3% | 1,546 | +24.7% | 0.02% | +20.0% |
| Q3 2022 | $265,000 | -3.3% | 1,240 | +1.0% | 0.02% | 0.0% |
| Q2 2022 | $274,000 | -28.3% | 1,228 | -7.5% | 0.02% | -20.0% |
| Q1 2022 | $382,000 | -3.0% | 1,328 | +8.1% | 0.02% | 0.0% |
| Q4 2021 | $394,000 | +10.7% | 1,228 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $356,000 | +1.1% | 1,228 | 0.0% | 0.02% | +8.7% |
| Q2 2021 | $352,000 | +1035.5% | 1,228 | +272.1% | 0.02% | +130.0% |
| Q1 2014 | $31,000 | – | 330 | – | 0.01% | – |
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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% |