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 2022 | $228,000 | -17.4% | 1,067 | -13.7% | 0.27% | +34.3% |
| Q2 2022 | $276,000 | +0.7% | 1,237 | +29.9% | 0.20% | +43.6% |
| Q1 2022 | $274,000 | -10.5% | 952 | 0.0% | 0.14% | +12.0% |
| Q4 2021 | $306,000 | +10.9% | 952 | 0.0% | 0.12% | -11.3% |
| Q3 2021 | $276,000 | +1.1% | 952 | 0.0% | 0.14% | +13.7% |
| Q2 2021 | $273,000 | +7.9% | 952 | -3.2% | 0.12% | -3.9% |
| Q1 2021 | $253,000 | -1.9% | 983 | -3.6% | 0.13% | +6.6% |
| Q4 2020 | $258,000 | +7.1% | 1,020 | -3.8% | 0.12% | -8.3% |
| Q3 2020 | $241,000 | +12.6% | 1,060 | 0.0% | 0.13% | +9.1% |
| Q2 2020 | $214,000 | +23.0% | 1,060 | -4.4% | 0.12% | -7.6% |
| Q1 2020 | $174,000 | -16.7% | 1,109 | -3.4% | 0.13% | +172.9% |
| Q4 2019 | $209,000 | +3.0% | 1,148 | -6.1% | 0.05% | -58.3% |
| Q3 2019 | $203,000 | -79.9% | 1,223 | -81.5% | 0.12% | -78.1% |
| Q2 2019 | $1,012,000 | +384.2% | 6,623 | +409.5% | 0.53% | +453.7% |
| Q3 2018 | $209,000 | – | 1,300 | – | 0.10% | – |
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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% |