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 | $1,018,318 | +5.3% | 3,740 | +9.4% | 0.49% | +9.9% |
| Q2 2023 | $967,314 | +16.4% | 3,419 | +2.6% | 0.44% | +12.9% |
| Q1 2023 | $831,272 | -57.4% | 3,333 | -63.6% | 0.39% | -59.3% |
| Q4 2022 | $1,950,713 | +252.1% | 9,154 | +253.3% | 0.97% | +255.5% |
| Q3 2022 | $554,000 | -1.2% | 2,591 | +3.0% | 0.27% | +1.1% |
| Q2 2022 | $561,000 | -22.4% | 2,516 | 0.0% | 0.27% | -7.6% |
| Q1 2022 | $723,000 | +7.3% | 2,516 | +19.8% | 0.29% | +34.7% |
| Q4 2021 | $674,000 | +10.7% | 2,100 | +0.0% | 0.22% | +3.8% |
| Q3 2021 | $609,000 | +1.2% | 2,099 | +0.0% | 0.21% | +5.6% |
| Q2 2021 | $602,000 | +11.7% | 2,098 | +0.1% | 0.20% | -3.0% |
| Q1 2021 | $539,000 | +1.5% | 2,096 | +0.0% | 0.20% | -25.9% |
| Q4 2020 | $531,000 | +25.5% | 2,095 | +12.8% | 0.27% | +15.6% |
| Q3 2020 | $423,000 | +18.5% | 1,857 | +5.2% | 0.24% | +5.3% |
| Q2 2020 | $357,000 | +28.9% | 1,765 | 0.0% | 0.22% | +8.7% |
| Q1 2020 | $277,000 | – | 1,765 | – | 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% |