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 | $232,686 | -3.6% | 854 | +0.1% | 0.12% | +0.8% |
| Q2 2023 | $241,450 | +13.6% | 853 | +0.1% | 0.12% | +6.2% |
| Q1 2023 | $212,532 | +17.3% | 852 | +0.1% | 0.11% | +10.8% |
| Q4 2022 | $181,257 | -0.4% | 851 | +0.2% | 0.10% | -11.3% |
| Q3 2022 | $182,000 | -3.7% | 849 | +0.2% | 0.12% | +3.6% |
| Q2 2022 | $189,000 | -33.7% | 847 | -14.5% | 0.11% | -28.8% |
| Q1 2022 | $285,000 | -10.4% | 991 | +0.1% | 0.16% | -2.5% |
| Q4 2021 | $318,000 | +657.1% | 990 | +582.8% | 0.16% | +595.7% |
| Q3 2021 | $42,000 | -46.2% | 145 | -46.7% | 0.02% | -46.5% |
| Q2 2021 | $78,000 | +110.8% | 272 | +87.6% | 0.04% | +104.8% |
| Q1 2021 | $37,000 | +2.8% | 145 | 0.0% | 0.02% | -16.0% |
| Q4 2020 | $36,000 | +24.1% | 145 | 0.0% | 0.02% | -16.7% |
| Q2 2020 | $29,000 | -76.2% | 145 | -81.4% | 0.03% | -80.6% |
| Q1 2020 | $122,000 | -98.2% | 779 | -97.9% | 0.16% | -96.7% |
| Q4 2019 | $6,700,000 | +9.9% | 36,777 | +0.3% | 4.64% | +16.8% |
| Q3 2019 | $6,099,000 | +0.1% | 36,680 | -1.6% | 3.97% | -3.1% |
| Q2 2019 | $6,091,000 | -0.6% | 37,280 | -4.8% | 4.10% | -12.9% |
| Q1 2019 | $6,129,000 | -11.9% | 39,180 | -9.3% | 4.70% | +40.7% |
| Q3 2018 | $6,954,000 | +2.9% | 43,184 | -4.2% | 3.34% | -21.2% |
| Q2 2018 | $6,757,000 | – | 45,100 | – | 4.24% | – |
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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% |