VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,751,508 | -34.4% | 6,432 | -31.9% | 0.45% | -37.1% |
| Q2 2023 | $2,671,081 | -14.2% | 9,451 | -24.3% | 0.72% | -19.7% |
| Q1 2023 | $3,114,650 | +24.3% | 12,487 | +6.2% | 0.90% | +11.7% |
| Q4 2022 | $2,504,915 | +10.3% | 11,754 | +10.8% | 0.80% | -0.7% |
| Q3 2022 | $2,270,000 | -6.0% | 10,608 | -2.2% | 0.81% | +5.5% |
| Q2 2022 | $2,416,000 | -20.6% | 10,842 | +2.4% | 0.76% | -14.0% |
| Q1 2022 | $3,044,000 | -17.3% | 10,584 | -7.7% | 0.89% | -11.6% |
| Q4 2021 | $3,680,000 | +10.3% | 11,466 | -0.3% | 1.01% | -1.7% |
| Q3 2021 | $3,337,000 | +7.6% | 11,500 | +6.4% | 1.02% | +3.2% |
| Q2 2021 | $3,101,000 | +13.2% | 10,813 | +1.4% | 0.99% | +2.7% |
| Q1 2021 | $2,740,000 | +9.3% | 10,659 | +7.7% | 0.97% | +2.8% |
| Q4 2020 | $2,508,000 | +5.7% | 9,899 | -5.0% | 0.94% | -8.1% |
| Q3 2020 | $2,373,000 | +5.0% | 10,424 | -6.8% | 1.02% | -12.0% |
| Q2 2020 | $2,260,000 | +449.9% | 11,185 | +396.0% | 1.16% | +518.6% |
| Q4 2019 | $411,000 | -37.3% | 2,255 | -46.2% | 0.19% | -50.0% |
| Q1 2019 | $655,000 | -37.1% | 4,190 | -46.0% | 0.38% | -45.7% |
| Q4 2018 | $1,042,000 | -28.7% | 7,755 | -14.6% | 0.69% | -17.3% |
| Q3 2018 | $1,461,000 | – | 9,078 | – | 0.84% | – |
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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% |