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 | $5,153,677 | -8.1% | 18,926 | -4.5% | 0.72% | 0.0% |
| Q2 2023 | $5,608,392 | +13.2% | 19,820 | -0.2% | 0.72% | +6.5% |
| Q1 2023 | $4,955,372 | +17.8% | 19,866 | +0.6% | 0.68% | +9.8% |
| Q4 2022 | $4,206,299 | +3.3% | 19,738 | +3.8% | 0.62% | +2.8% |
| Q3 2022 | $4,070,000 | -4.7% | 19,024 | -0.7% | 0.60% | +6.2% |
| Q2 2022 | $4,269,000 | -18.9% | 19,154 | +4.7% | 0.56% | +4.1% |
| Q1 2022 | $5,262,000 | +10.1% | 18,297 | +22.8% | 0.54% | +17.1% |
| Q4 2021 | $4,780,000 | +20.4% | 14,894 | +8.9% | 0.46% | +7.2% |
| Q3 2021 | $3,969,000 | +4.8% | 13,678 | +3.5% | 0.43% | 0.0% |
| Q2 2021 | $3,789,000 | -4.1% | 13,212 | -14.0% | 0.43% | -16.0% |
| Q1 2021 | $3,950,000 | +25.7% | 15,366 | +23.9% | 0.51% | +13.5% |
| Q4 2020 | $3,143,000 | +19.6% | 12,405 | +7.4% | 0.45% | -3.4% |
| Q3 2020 | $2,628,000 | +13.8% | 11,546 | +1.0% | 0.47% | +4.0% |
| Q2 2020 | $2,310,000 | -3.8% | 11,432 | -25.4% | 0.45% | -18.9% |
| Q1 2020 | $2,402,000 | -35.4% | 15,330 | -24.9% | 0.56% | -16.4% |
| Q4 2019 | $3,717,000 | +10.6% | 20,403 | +1.0% | 0.66% | -3.6% |
| Q3 2019 | $3,360,000 | +30.4% | 20,205 | +28.2% | 0.69% | +17.0% |
| Q2 2019 | $2,576,000 | +26.5% | 15,763 | +21.1% | 0.59% | +15.9% |
| Q1 2019 | $2,037,000 | +34.7% | 13,021 | +15.7% | 0.51% | +14.9% |
| Q4 2018 | $1,512,000 | -8.4% | 11,253 | +9.8% | 0.44% | +3.8% |
| Q3 2018 | $1,650,000 | +6.7% | 10,244 | -0.8% | 0.43% | -1.4% |
| Q2 2018 | $1,547,000 | -13.5% | 10,327 | -18.1% | 0.43% | -3.8% |
| Q1 2018 | $1,789,000 | -0.2% | 12,610 | -1.1% | 0.45% | -0.9% |
| Q4 2017 | $1,793,000 | +24.6% | 12,745 | +17.6% | 0.45% | -5.0% |
| Q3 2017 | $1,439,000 | +4.4% | 10,842 | -0.1% | 0.48% | +9.7% |
| Q2 2017 | $1,379,000 | +34.4% | 10,855 | +28.8% | 0.44% | +9.0% |
| Q1 2017 | $1,026,000 | +12.3% | 8,431 | +2.9% | 0.40% | -8.3% |
| Q4 2016 | $914,000 | -43.2% | 8,195 | -42.8% | 0.44% | -44.4% |
| Q3 2016 | $1,609,000 | +4.6% | 14,330 | -0.1% | 0.78% | -4.0% |
| Q2 2016 | $1,538,000 | +2.1% | 14,347 | +1.4% | 0.82% | -13.4% |
| Q1 2016 | $1,507,000 | -30.2% | 14,154 | -30.2% | 0.94% | -33.8% |
| Q4 2015 | $2,158,000 | +15.6% | 20,284 | +9.0% | 1.42% | +9.3% |
| Q3 2015 | $1,866,000 | +524.1% | 18,610 | +567.0% | 1.30% | +517.1% |
| Q2 2015 | $299,000 | +42.4% | 2,790 | +39.2% | 0.21% | +19.2% |
| Q1 2015 | $210,000 | -7.9% | 2,005 | -8.2% | 0.18% | -24.7% |
| Q4 2014 | $228,000 | – | 2,183 | – | 0.24% | – |
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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% |