VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,367,172 | +34.7% | 16,038 | +40.0% | 0.21% | +22.6% |
| Q2 2023 | $3,242,027 | +21.8% | 11,458 | +7.4% | 0.17% | +7.7% |
| Q1 2023 | $2,661,612 | +26.2% | 10,670 | +7.8% | 0.16% | +8.3% |
| Q4 2022 | $2,108,935 | -7.3% | 9,896 | -7.0% | 0.14% | -17.2% |
| Q3 2022 | $2,276,000 | -17.7% | 10,638 | -14.3% | 0.17% | -17.9% |
| Q2 2022 | $2,766,000 | -18.8% | 12,411 | +4.7% | 0.21% | -10.5% |
| Q1 2022 | $3,408,000 | -17.5% | 11,849 | -8.0% | 0.24% | -19.7% |
| Q4 2021 | $4,131,000 | +7.2% | 12,873 | -3.0% | 0.30% | +1.7% |
| Q3 2021 | $3,852,000 | -3.9% | 13,275 | -5.0% | 0.29% | -8.8% |
| Q2 2021 | $4,008,000 | +20.3% | 13,973 | +7.8% | 0.32% | +2.9% |
| Q1 2021 | $3,332,000 | +9.7% | 12,962 | +8.2% | 0.31% | +8.8% |
| Q4 2020 | $3,036,000 | +65.6% | 11,985 | +48.8% | 0.28% | +36.5% |
| Q3 2020 | $1,833,000 | +144.1% | 8,054 | +116.7% | 0.21% | +105.9% |
| Q2 2020 | $751,000 | +238.3% | 3,717 | +162.7% | 0.10% | +146.3% |
| Q1 2020 | $222,000 | -33.5% | 1,415 | -22.8% | 0.04% | -10.9% |
| Q4 2019 | $334,000 | – | 1,833 | – | 0.05% | – |
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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% |