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 | $2,947,756 | -24.2% | 10,825 | -21.3% | 0.26% | -21.6% |
| Q2 2023 | $3,890,700 | -6.8% | 13,750 | -17.9% | 0.33% | -8.4% |
| Q1 2023 | $4,175,376 | -78.1% | 16,739 | -81.3% | 0.36% | -76.2% |
| Q4 2022 | $19,055,231 | +370.7% | 89,415 | +372.6% | 1.51% | +255.2% |
| Q3 2022 | $4,048,000 | +6.4% | 18,920 | +10.9% | 0.42% | +11.3% |
| Q2 2022 | $3,803,000 | -28.7% | 17,063 | -8.0% | 0.38% | -20.3% |
| Q1 2022 | $5,336,000 | +4.3% | 18,552 | +16.4% | 0.48% | +5.8% |
| Q4 2021 | $5,116,000 | +8.3% | 15,942 | -2.0% | 0.45% | -6.4% |
| Q3 2021 | $4,722,000 | -1.0% | 16,272 | -2.1% | 0.48% | +1.5% |
| Q2 2021 | $4,769,000 | +11.6% | 16,629 | 0.0% | 0.48% | -1.2% |
| Q1 2021 | $4,274,000 | -3.0% | 16,629 | -4.4% | 0.48% | -13.2% |
| Q4 2020 | $4,405,000 | -4.1% | 17,386 | -13.8% | 0.56% | -14.9% |
| Q3 2020 | $4,592,000 | +20.2% | 20,173 | +6.7% | 0.65% | +17.5% |
| Q2 2020 | $3,819,000 | +9.9% | 18,898 | -14.8% | 0.56% | -8.7% |
| Q1 2020 | $3,474,000 | -42.6% | 22,168 | -33.2% | 0.61% | -29.5% |
| Q4 2019 | $6,047,000 | +93.3% | 33,197 | +76.5% | 0.86% | +92.2% |
| Q3 2019 | $3,128,000 | +1.8% | 18,810 | 0.0% | 0.45% | -0.2% |
| Q2 2019 | $3,073,000 | +4.5% | 18,810 | 0.0% | 0.45% | -5.3% |
| Q1 2019 | $2,942,000 | – | 18,810 | – | 0.48% | – |
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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% |