VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $219,000 | -6.0% | 682 | -15.9% | 0.03% | -15.2% |
| Q2 2021 | $233,000 | +13.7% | 811 | +1.9% | 0.03% | +6.5% |
| Q1 2021 | $205,000 | +1.5% | 796 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $202,000 | -79.6% | 796 | -86.7% | 0.03% | -84.6% |
| Q3 2019 | $992,000 | -4.0% | 5,963 | -5.7% | 0.21% | -7.0% |
| Q2 2019 | $1,033,000 | +4.4% | 6,321 | 0.0% | 0.23% | +0.9% |
| Q1 2019 | $989,000 | +1421.5% | 6,321 | +1211.4% | 0.23% | +744.4% |
| Q4 2018 | $65,000 | -16.7% | 482 | 0.0% | 0.03% | -3.6% |
| Q3 2018 | $78,000 | +8.3% | 482 | 0.0% | 0.03% | +3.7% |
| Q2 2018 | $72,000 | +5.9% | 482 | 0.0% | 0.03% | +8.0% |
| Q1 2018 | $68,000 | 0.0% | 482 | 0.0% | 0.02% | +4.2% |
| Q4 2017 | $68,000 | +6.2% | 482 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $64,000 | -44.3% | 482 | -47.0% | 0.02% | -45.5% |
| Q2 2017 | $115,000 | +784.6% | 909 | +757.5% | 0.04% | +780.0% |
| Q1 2017 | $13,000 | – | 106 | – | 0.01% | – |
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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% |