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 | $747,491 | -10.9% | 2,745 | -7.5% | 0.12% | -9.8% |
| Q2 2023 | $839,259 | +11.5% | 2,966 | -1.7% | 0.13% | +4.8% |
| Q1 2023 | $752,810 | +15.4% | 3,018 | -1.4% | 0.13% | +7.7% |
| Q4 2022 | $652,330 | -5.9% | 3,061 | -5.6% | 0.12% | -13.3% |
| Q3 2022 | $693,000 | -13.8% | 3,241 | -10.2% | 0.14% | -16.1% |
| Q2 2022 | $804,000 | -12.7% | 3,609 | +12.6% | 0.16% | -4.2% |
| Q1 2022 | $921,000 | -16.7% | 3,204 | -7.0% | 0.17% | -14.3% |
| Q4 2021 | $1,105,000 | +20.0% | 3,444 | +8.5% | 0.20% | +10.7% |
| Q3 2021 | $921,000 | -0.2% | 3,174 | -1.4% | 0.18% | -1.7% |
| Q2 2021 | $923,000 | +11.6% | 3,218 | 0.0% | 0.18% | +10.4% |
| Q1 2021 | $827,000 | -4.2% | 3,218 | -5.5% | 0.16% | -7.4% |
| Q4 2020 | $863,000 | +9.0% | 3,407 | -2.1% | 0.18% | +0.6% |
| Q3 2020 | $792,000 | +12.2% | 3,480 | -0.4% | 0.18% | +4.8% |
| Q2 2020 | $706,000 | +17.3% | 3,495 | -9.0% | 0.17% | 0.0% |
| Q1 2020 | $602,000 | -11.2% | 3,842 | +3.3% | 0.17% | +54.6% |
| Q4 2019 | $678,000 | +13.9% | 3,720 | -2.2% | 0.11% | +68.8% |
| Q2 2019 | $595,000 | 0.0% | 3,805 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $595,000 | +10.8% | 3,805 | -4.8% | 0.06% | -61.7% |
| Q4 2018 | $537,000 | – | 3,998 | – | 0.17% | – |
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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% |