VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $211,000 | -17.6% | 986 | +10.8% | 0.08% | -1.2% |
| Q1 2022 | $256,000 | -39.3% | 890 | -32.4% | 0.08% | -39.4% |
| Q4 2021 | $422,000 | +10.5% | 1,316 | 0.0% | 0.14% | +21.2% |
| Q3 2021 | $382,000 | -8.2% | 1,316 | -9.3% | 0.11% | -8.1% |
| Q2 2021 | $416,000 | -35.1% | 1,451 | -41.8% | 0.12% | -43.8% |
| Q1 2021 | $641,000 | -10.7% | 2,495 | -12.0% | 0.22% | -14.8% |
| Q4 2020 | $718,000 | +16.2% | 2,835 | +4.3% | 0.26% | +1.2% |
| Q3 2020 | $618,000 | +10.8% | 2,717 | -1.6% | 0.25% | -16.7% |
| Q2 2020 | $558,000 | +36.4% | 2,762 | +5.7% | 0.30% | +7.8% |
| Q1 2020 | $409,000 | -10.7% | 2,612 | +3.9% | 0.28% | +25.2% |
| Q4 2019 | $458,000 | -5.2% | 2,514 | -13.4% | 0.23% | -21.0% |
| Q3 2019 | $483,000 | +7.8% | 2,903 | +5.9% | 0.29% | +3.2% |
| Q2 2019 | $448,000 | +43.1% | 2,742 | +37.2% | 0.28% | +33.8% |
| Q1 2019 | $313,000 | +17.2% | 1,999 | +0.7% | 0.21% | 0.0% |
| Q4 2018 | $267,000 | – | 1,986 | – | 0.21% | – |
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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% |