VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $218,161 | -6.6% | 801 | -3.0% | 0.06% | 0.0% |
Q2 2023 | $233,653 | +13.5% | 826 | +0.1% | 0.06% | +7.8% |
Q1 2023 | $205,865 | +17.1% | 825 | 0.0% | 0.05% | +15.9% |
Q4 2022 | $175,770 | -1.3% | 825 | -0.7% | 0.04% | -4.3% |
Q3 2022 | $178,000 | -5.8% | 831 | -1.9% | 0.05% | -2.1% |
Q2 2022 | $189,000 | -37.4% | 847 | -19.3% | 0.05% | -34.7% |
Q1 2022 | $302,000 | +1.0% | 1,050 | +12.8% | 0.07% | +1.4% |
Q4 2021 | $299,000 | +7.9% | 931 | -2.5% | 0.07% | -2.7% |
Q3 2021 | $277,000 | +1.1% | 955 | +0.1% | 0.07% | -2.7% |
Q2 2021 | $274,000 | +7.5% | 954 | -16.1% | 0.08% | -1.3% |
Q1 2021 | $255,000 | +1.6% | 1,137 | +14.7% | 0.08% | -9.5% |
Q4 2020 | $251,000 | +11.1% | 991 | 0.0% | 0.08% | +2.4% |
Q3 2020 | $226,000 | +7.6% | 991 | -4.8% | 0.08% | +1.2% |
Q2 2020 | $210,000 | +25.7% | 1,041 | -2.3% | 0.08% | +8.0% |
Q1 2020 | $167,000 | -13.9% | 1,066 | 0.0% | 0.08% | -8.5% |
Q4 2019 | $194,000 | – | 1,066 | – | 0.08% | – |
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% |