VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,834 | -7.2% | 208,711 | -3.6% | 6.92% | +25.5% |
| Q2 2023 | $61,238 | +16.0% | 216,419 | +2.2% | 5.51% | -16.7% |
| Q1 2023 | $52,803 | +20.2% | 211,687 | +2.7% | 6.62% | +8.2% |
| Q4 2022 | $43,932 | -99.9% | 206,146 | +4.2% | 6.12% | -0.0% |
| Q3 2022 | $42,326,000 | +1.7% | 197,832 | +6.0% | 6.12% | +4.9% |
| Q2 2022 | $41,615,000 | -20.2% | 186,708 | +2.9% | 5.83% | -8.2% |
| Q1 2022 | $52,167,000 | -9.6% | 181,388 | +0.9% | 6.35% | -3.8% |
| Q4 2021 | $57,708,000 | +1.0% | 179,832 | -19.1% | 6.60% | -15.9% |
| Q1 2021 | $57,158,000 | +4.9% | 222,370 | +3.4% | 7.84% | -1.3% |
| Q4 2020 | $54,464,000 | +13.7% | 214,984 | +2.1% | 7.94% | +1.4% |
| Q3 2020 | $47,908,000 | +8.4% | 210,483 | -3.8% | 7.84% | +1.7% |
| Q2 2020 | $44,214,000 | +32.7% | 218,784 | +2.9% | 7.70% | +5.9% |
| Q1 2020 | $33,331,000 | -26.2% | 212,718 | -14.2% | 7.27% | -19.9% |
| Q4 2019 | $45,170,000 | +13.7% | 247,955 | +3.8% | 9.07% | +2.8% |
| Q3 2019 | $39,725,000 | +7.2% | 238,905 | +5.3% | 8.83% | -0.7% |
| Q2 2019 | $37,054,000 | +11.5% | 226,785 | +6.8% | 8.89% | +0.7% |
| Q1 2019 | $33,222,000 | +23.0% | 212,391 | +5.6% | 8.83% | +6.0% |
| Q4 2018 | $27,011,000 | – | 201,082 | – | 8.34% | – |
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% |