VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,179,518 | +32.1% | 3,794 | +15.7% | 0.03% | +20.0% |
| Q3 2023 | $892,859 | -2.3% | 3,279 | +1.5% | 0.02% | -10.7% |
| Q2 2023 | $914,211 | +16.8% | 3,231 | +3.0% | 0.03% | +21.7% |
| Q1 2023 | $782,454 | +96142.8% | 3,137 | -17.8% | 0.02% | -8.0% |
| Q4 2022 | $813 | -99.9% | 3,817 | +15.7% | 0.02% | +4.2% |
| Q3 2022 | $706,000 | -12.0% | 3,298 | -8.3% | 0.02% | -11.1% |
| Q2 2022 | $802,000 | -15.4% | 3,597 | +9.1% | 0.03% | -6.9% |
| Q1 2022 | $948,000 | -15.7% | 3,296 | -5.9% | 0.03% | -14.7% |
| Q4 2021 | $1,124,000 | +8.0% | 3,503 | -2.3% | 0.03% | -2.9% |
| Q3 2021 | $1,041,000 | +11.6% | 3,587 | +10.2% | 0.04% | +9.4% |
| Q2 2021 | $933,000 | +15.3% | 3,254 | +3.3% | 0.03% | +6.7% |
| Q1 2021 | $809,000 | +3.3% | 3,149 | +1.9% | 0.03% | -9.1% |
| Q4 2020 | $783,000 | -1.5% | 3,090 | -11.5% | 0.03% | -13.2% |
| Q3 2020 | $795,000 | +49.4% | 3,493 | +32.8% | 0.04% | +35.7% |
| Q2 2020 | $532,000 | -0.2% | 2,630 | -22.6% | 0.03% | -17.6% |
| Q1 2020 | $533,000 | -16.8% | 3,400 | -3.4% | 0.03% | +9.7% |
| Q4 2019 | $641,000 | +26.7% | 3,521 | +15.8% | 0.03% | +14.8% |
| Q3 2019 | $506,000 | -9.8% | 3,041 | -11.4% | 0.03% | -12.9% |
| Q2 2019 | $561,000 | +5.8% | 3,432 | +1.4% | 0.03% | 0.0% |
| Q1 2019 | $530,000 | +40.2% | 3,386 | +20.2% | 0.03% | +24.0% |
| Q4 2018 | $378,000 | -19.6% | 2,816 | -3.5% | 0.02% | -10.7% |
| Q3 2018 | $470,000 | +9.6% | 2,919 | +1.9% | 0.03% | +3.7% |
| Q2 2018 | $429,000 | +5.4% | 2,865 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $407,000 | +17.3% | 2,865 | +16.1% | 0.03% | +17.4% |
| Q4 2017 | $347,000 | -3.1% | 2,467 | -8.4% | 0.02% | -8.0% |
| Q3 2017 | $358,000 | +4.4% | 2,693 | -0.2% | 0.02% | 0.0% |
| Q2 2017 | $343,000 | +4.6% | 2,698 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $328,000 | – | 2,698 | – | 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% |