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 | $5,147,365 | -3.9% | 18,903 | -0.1% | 0.97% | -9.7% |
| Q2 2023 | $5,354,054 | +12.0% | 18,922 | -1.3% | 1.08% | +1.0% |
| Q1 2023 | $4,781,164 | +10.9% | 19,168 | -5.3% | 1.06% | +7.6% |
| Q4 2022 | $4,312,833 | -32.0% | 20,238 | -31.7% | 0.99% | -42.1% |
| Q3 2022 | $6,342,000 | -3.1% | 29,644 | +1.0% | 1.71% | -6.4% |
| Q2 2022 | $6,542,000 | -27.5% | 29,350 | -6.4% | 1.82% | -15.7% |
| Q1 2022 | $9,019,000 | -6.1% | 31,358 | +4.8% | 2.16% | -6.4% |
| Q4 2021 | $9,606,000 | +10.5% | 29,935 | -0.1% | 2.31% | -3.9% |
| Q3 2021 | $8,692,000 | +1.0% | 29,954 | -0.1% | 2.40% | -25.8% |
| Q2 2021 | $8,602,000 | +10.9% | 29,991 | -0.6% | 3.24% | +27.0% |
| Q1 2021 | $7,755,000 | +0.7% | 30,170 | -0.8% | 2.55% | -7.4% |
| Q4 2020 | $7,703,000 | +15.1% | 30,408 | +3.4% | 2.76% | -4.8% |
| Q3 2020 | $6,695,000 | +386.6% | 29,413 | +331.8% | 2.90% | +340.0% |
| Q2 2020 | $1,376,000 | +20.0% | 6,811 | -7.0% | 0.66% | +3.5% |
| Q1 2020 | $1,147,000 | -14.3% | 7,323 | -0.4% | 0.64% | +0.3% |
| Q4 2019 | $1,339,000 | +8.3% | 7,351 | -1.1% | 0.63% | +1.4% |
| Q3 2019 | $1,236,000 | -0.9% | 7,432 | -2.6% | 0.62% | -8.8% |
| Q2 2019 | $1,247,000 | +4.5% | 7,630 | 0.0% | 0.68% | +3.3% |
| Q1 2019 | $1,193,000 | +16.4% | 7,630 | 0.0% | 0.66% | +4.4% |
| Q4 2018 | $1,025,000 | -19.2% | 7,630 | -3.1% | 0.64% | -9.5% |
| Q3 2018 | $1,269,000 | +1.0% | 7,878 | -6.1% | 0.70% | -2.1% |
| Q2 2018 | $1,257,000 | +0.6% | 8,389 | -4.8% | 0.72% | -0.3% |
| Q1 2018 | $1,250,000 | -23.8% | 8,811 | -24.5% | 0.72% | -19.8% |
| Q4 2017 | $1,641,000 | -5.1% | 11,665 | -10.4% | 0.90% | -8.7% |
| Q3 2017 | $1,729,000 | +4.5% | 13,024 | 0.0% | 0.98% | -0.2% |
| Q2 2017 | $1,655,000 | -1.3% | 13,024 | -5.5% | 0.98% | -3.0% |
| Q1 2017 | $1,676,000 | +7.8% | 13,776 | -1.3% | 1.01% | +5.6% |
| Q4 2016 | $1,555,000 | -0.8% | 13,951 | 0.0% | 0.96% | -2.1% |
| Q3 2016 | $1,567,000 | +1.6% | 13,951 | -3.1% | 0.98% | +1.9% |
| Q2 2016 | $1,543,000 | +0.7% | 14,394 | 0.0% | 0.96% | -0.2% |
| Q1 2016 | $1,532,000 | -2.0% | 14,394 | -2.0% | 0.96% | -3.4% |
| Q4 2015 | $1,563,000 | +3.1% | 14,692 | -2.8% | 1.00% | -0.7% |
| Q3 2015 | $1,516,000 | -9.0% | 15,120 | -1.0% | 1.00% | -4.3% |
| Q2 2015 | $1,666,000 | -17.1% | 15,268 | -20.5% | 1.05% | -17.4% |
| Q1 2015 | $2,009,000 | -7.1% | 19,205 | -7.3% | 1.27% | -1.0% |
| Q4 2014 | $2,163,000 | – | 20,724 | – | 1.28% | – |
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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% |