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 | $1,126,894 | -9.0% | 4,138 | -5.5% | 0.96% | -4.8% |
| Q2 2023 | $1,238,859 | +16.6% | 4,378 | +2.8% | 1.00% | +16.2% |
| Q1 2023 | $1,062,151 | +25.9% | 4,258 | +7.6% | 0.86% | +27.7% |
| Q4 2022 | $843,505 | -8.9% | 3,958 | -8.6% | 0.68% | -16.0% |
| Q3 2022 | $926,000 | -15.2% | 4,330 | -11.6% | 0.80% | -11.4% |
| Q2 2022 | $1,092,000 | -33.3% | 4,900 | -13.8% | 0.91% | -22.6% |
| Q1 2022 | $1,636,000 | -13.8% | 5,687 | -3.9% | 1.18% | -7.8% |
| Q4 2021 | $1,899,000 | +9.0% | 5,916 | -1.5% | 1.27% | +16.3% |
| Q3 2021 | $1,742,000 | -1.2% | 6,005 | -2.3% | 1.10% | +7.2% |
| Q2 2021 | $1,764,000 | +11.8% | 6,149 | +0.2% | 1.02% | -1.3% |
| Q1 2021 | $1,578,000 | +0.9% | 6,138 | -0.6% | 1.03% | -7.0% |
| Q4 2020 | $1,564,000 | +10.5% | 6,175 | -0.8% | 1.11% | +3.4% |
| Q3 2020 | $1,416,000 | +22.7% | 6,222 | +9.0% | 1.08% | +24.6% |
| Q2 2020 | $1,154,000 | +25.7% | 5,710 | -2.6% | 0.86% | +8.0% |
| Q1 2020 | $918,000 | -14.5% | 5,861 | -0.6% | 0.80% | +29.9% |
| Q4 2019 | $1,074,000 | +9.6% | 5,894 | +0.0% | 0.62% | +7.3% |
| Q3 2019 | $980,000 | +1.8% | 5,893 | +0.0% | 0.57% | +1.2% |
| Q2 2019 | $963,000 | – | 5,892 | – | 0.57% | – |
Download | ||||||
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% |