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 | $4,064,526 | +5.1% | 14,926 | +9.2% | 0.28% | +6.9% |
| Q2 2023 | $3,868,735 | +41.1% | 13,672 | +24.4% | 0.26% | +30.8% |
| Q1 2023 | $2,742,256 | +16.9% | 10,994 | -0.1% | 0.20% | +8.8% |
| Q4 2022 | $2,345,757 | -5.0% | 11,007 | -4.6% | 0.18% | -11.2% |
| Q3 2022 | $2,469,000 | -8.0% | 11,539 | -4.1% | 0.20% | -8.9% |
| Q2 2022 | $2,683,000 | -23.6% | 12,037 | -1.4% | 0.22% | -19.1% |
| Q1 2022 | $3,512,000 | +46.3% | 12,210 | +46.2% | 0.28% | +29.9% |
| Q4 2021 | $2,400,000 | -25.7% | 8,354 | -24.2% | 0.21% | -21.3% |
| Q3 2021 | $3,230,000 | +34.6% | 11,016 | +31.9% | 0.27% | +27.7% |
| Q2 2021 | $2,400,000 | +4.8% | 8,354 | -0.8% | 0.21% | -9.4% |
| Q1 2021 | $2,291,000 | +8.0% | 8,419 | +0.5% | 0.24% | -7.1% |
| Q4 2020 | $2,122,000 | +3.4% | 8,377 | -7.5% | 0.25% | -10.0% |
| Q3 2020 | $2,053,000 | +5.0% | 9,055 | -6.4% | 0.28% | 0.0% |
| Q2 2020 | $1,956,000 | +26.5% | 9,679 | -1.9% | 0.28% | -30.8% |
| Q1 2020 | $1,546,000 | -25.6% | 9,867 | -13.4% | 0.41% | -23.0% |
| Q4 2019 | $2,077,000 | +15.4% | 11,400 | +5.3% | 0.53% | +6.9% |
| Q3 2019 | $1,800,000 | +592.3% | 10,824 | +580.3% | 0.49% | +460.2% |
| Q2 2019 | $260,000 | 0.0% | 1,591 | -4.5% | 0.09% | -1.1% |
| Q1 2019 | $260,000 | +20.4% | 1,666 | +3.4% | 0.09% | +12.7% |
| Q4 2018 | $216,000 | – | 1,611 | – | 0.08% | – |
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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% |