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 | $98,954,739 | +35.0% | 363,368 | +40.3% | 1.23% | +3.0% |
| Q2 2023 | $73,292,644 | +40.7% | 259,003 | +24.1% | 1.20% | +34.8% |
| Q1 2023 | $52,075,087 | +20.6% | 208,758 | +3.0% | 0.89% | +6.0% |
| Q4 2022 | $43,195,540 | +22.8% | 202,682 | +23.2% | 0.84% | +6.5% |
| Q3 2022 | $35,177,000 | +18.6% | 164,464 | +23.4% | 0.79% | +25.7% |
| Q2 2022 | $29,672,000 | -36.8% | 133,236 | -18.4% | 0.63% | -2.8% |
| Q1 2022 | $46,947,000 | +76.0% | 163,239 | +96.3% | 0.64% | -7.3% |
| Q4 2021 | $26,682,000 | +9.1% | 83,139 | -1.3% | 0.70% | +15.3% |
| Q3 2021 | $24,448,000 | +31.1% | 84,255 | +29.6% | 0.60% | -8.8% |
| Q2 2021 | $18,652,000 | +165.5% | 65,033 | +137.8% | 0.66% | +53.0% |
| Q1 2021 | $7,025,000 | +17.8% | 27,352 | +16.3% | 0.43% | +5.9% |
| Q4 2020 | $5,963,000 | +53.6% | 23,518 | +37.9% | 0.41% | +8.8% |
| Q3 2020 | $3,883,000 | -1.1% | 17,057 | -12.2% | 0.38% | -4.6% |
| Q2 2020 | $3,928,000 | -10.8% | 19,434 | -30.9% | 0.39% | -44.0% |
| Q1 2020 | $4,406,000 | +78.9% | 28,120 | +108.0% | 0.70% | -8.0% |
| Q4 2019 | $2,463,000 | +66.4% | 13,522 | +51.9% | 0.76% | +19.4% |
| Q3 2019 | $1,480,000 | -2.1% | 8,904 | -3.9% | 0.64% | +15.8% |
| Q2 2019 | $1,512,000 | +33.8% | 9,269 | +28.2% | 0.55% | +30.2% |
| Q1 2019 | $1,130,000 | +23.5% | 7,232 | +6.2% | 0.42% | -23.7% |
| Q4 2018 | $915,000 | – | 6,809 | – | 0.56% | – |
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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% |