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 | $38,396 | +16.0% | 141 | +20.5% | 0.01% | +11.1% |
| Q2 2023 | $33,107 | +13.7% | 117 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $29,119 | +3.3% | 117 | -7.1% | 0.01% | 0.0% |
| Q4 2022 | $28,179 | +4.4% | 126 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $27,000 | -15.6% | 126 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $32,000 | -11.1% | 126 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $36,000 | -10.0% | 126 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $40,000 | +8.1% | 126 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $37,000 | +2.8% | 126 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $36,000 | -18.2% | 126 | -25.9% | 0.01% | -27.8% |
| Q1 2021 | $44,000 | +2.3% | 170 | 0.0% | 0.02% | -14.3% |
| Q4 2020 | $43,000 | -8.5% | 170 | -17.9% | 0.02% | -16.0% |
| Q3 2020 | $47,000 | +11.9% | 207 | 0.0% | 0.02% | +4.2% |
| Q2 2020 | $42,000 | +68.0% | 207 | +31.0% | 0.02% | +71.4% |
| Q1 2020 | $25,000 | -30.6% | 158 | -20.2% | 0.01% | -12.5% |
| Q4 2019 | $36,000 | +9.1% | 198 | 0.0% | 0.02% | +6.7% |
| Q3 2019 | $33,000 | +3.1% | 198 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $32,000 | +3.2% | 198 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $31,000 | +14.8% | 198 | 0.0% | 0.02% | +7.1% |
| Q4 2018 | $27,000 | – | 198 | – | 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% |