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 | $858,086 | -4.7% | 3,151 | -0.9% | 0.20% | -4.9% |
| Q2 2023 | $900,134 | +13.7% | 3,181 | +0.2% | 0.20% | +2.0% |
| Q1 2023 | $792,006 | +39.0% | 3,175 | +18.7% | 0.20% | +8.6% |
| Q4 2022 | $569,885 | +5.5% | 2,674 | +5.9% | 0.18% | +1.6% |
| Q3 2022 | $540,000 | -1.5% | 2,526 | +2.8% | 0.18% | +2.2% |
| Q2 2022 | $548,000 | -20.2% | 2,458 | +3.0% | 0.18% | -11.9% |
| Q1 2022 | $687,000 | -7.4% | 2,387 | +3.3% | 0.20% | -5.6% |
| Q4 2021 | $742,000 | +13.6% | 2,311 | +2.8% | 0.21% | 0.0% |
| Q3 2021 | $653,000 | -1.5% | 2,249 | -2.7% | 0.21% | -3.2% |
| Q2 2021 | $663,000 | +12.9% | 2,312 | +1.2% | 0.22% | -5.2% |
| Q1 2021 | $587,000 | +71.6% | 2,285 | +69.0% | 0.23% | +39.5% |
| Q4 2020 | $342,000 | +15.5% | 1,352 | +4.1% | 0.17% | -4.6% |
| Q3 2020 | $296,000 | +10.9% | 1,299 | -1.7% | 0.18% | +6.7% |
| Q2 2020 | $267,000 | +13.6% | 1,322 | -12.0% | 0.16% | -5.2% |
| Q1 2020 | $235,000 | -14.5% | 1,502 | -0.4% | 0.17% | +17.7% |
| Q4 2019 | $275,000 | – | 1,508 | – | 0.15% | – |
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% |