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 | $387,769 | +4.7% | 1,424 | +8.8% | 0.13% | +14.2% |
Q2 2023 | $370,395 | -41.1% | 1,309 | -53.6% | 0.11% | -60.4% |
Q2 2022 | $629,000 | -22.4% | 2,820 | 0.0% | 0.28% | +32.6% |
Q1 2022 | $811,000 | -14.6% | 2,820 | -4.7% | 0.22% | -11.2% |
Q4 2021 | $950,000 | +44.8% | 2,960 | +31.0% | 0.24% | +33.7% |
Q3 2021 | $656,000 | +9.2% | 2,260 | +7.9% | 0.18% | +35.1% |
Q2 2021 | $601,000 | -0.5% | 2,095 | -10.9% | 0.13% | -10.1% |
Q1 2021 | $604,000 | +27.2% | 2,350 | +25.3% | 0.15% | +22.1% |
Q4 2020 | $475,000 | +733.3% | 1,875 | +435.7% | 0.12% | +430.4% |
Q2 2019 | $57,000 | – | 350 | – | 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% |