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 | $1,162,491 | -3.7% | 4,269 | +0.1% | 0.13% | +3.1% |
| Q2 2023 | $1,207,107 | +13.4% | 4,266 | 0.0% | 0.13% | +10.3% |
| Q1 2023 | $1,064,111 | +11.9% | 4,266 | 0.0% | 0.12% | +1.8% |
| Q2 2022 | $951,000 | -22.5% | 4,266 | 0.0% | 0.11% | -6.6% |
| Q1 2022 | $1,227,000 | -10.4% | 4,266 | 0.0% | 0.12% | -10.9% |
| Q4 2021 | $1,369,000 | +10.6% | 4,266 | 0.0% | 0.14% | +4.6% |
| Q3 2021 | $1,238,000 | +1.1% | 4,266 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $1,224,000 | +11.6% | 4,266 | 0.0% | 0.13% | -4.4% |
| Q1 2021 | $1,097,000 | +1.5% | 4,266 | 0.0% | 0.14% | -19.9% |
| Q4 2020 | $1,081,000 | +11.3% | 4,266 | 0.0% | 0.17% | -9.0% |
| Q3 2020 | $971,000 | +12.6% | 4,266 | 0.0% | 0.19% | -10.0% |
| Q2 2020 | $862,000 | +29.0% | 4,266 | 0.0% | 0.21% | -20.5% |
| Q1 2020 | $668,000 | -25.3% | 4,266 | -13.1% | 0.26% | -7.1% |
| Q4 2019 | $894,000 | +2.2% | 4,909 | -6.7% | 0.28% | -5.4% |
| Q3 2019 | $875,000 | +1.7% | 5,264 | 0.0% | 0.30% | -1.6% |
| Q2 2019 | $860,000 | +4.5% | 5,264 | 0.0% | 0.30% | -1.3% |
| Q1 2019 | $823,000 | +16.4% | 5,264 | 0.0% | 0.31% | -9.7% |
| Q4 2018 | $707,000 | -16.7% | 5,264 | -0.2% | 0.34% | -3.7% |
| Q3 2018 | $849,000 | +0.8% | 5,272 | -6.2% | 0.35% | 0.0% |
| Q2 2018 | $842,000 | -9.0% | 5,621 | -13.8% | 0.35% | -28.6% |
| Q1 2018 | $925,000 | -20.8% | 6,518 | -21.5% | 0.50% | -14.3% |
| Q4 2017 | $1,168,000 | – | 8,302 | – | 0.58% | – |
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% |