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 | $248,808 | -3.7% | 914 | 0.0% | 0.18% | +8.8% |
| Q2 2023 | $258,491 | +21.0% | 914 | +6.8% | 0.17% | +10.4% |
| Q1 2023 | $213,606 | -15.9% | 856 | -3.2% | 0.15% | -3.1% |
| Q1 2022 | $254,000 | -9.9% | 884 | +0.6% | 0.16% | -1.2% |
| Q4 2021 | $282,000 | +10.2% | 879 | -0.2% | 0.16% | +8.1% |
| Q3 2021 | $256,000 | -9.5% | 881 | -10.6% | 0.15% | -8.0% |
| Q2 2021 | $283,000 | +2.5% | 985 | -8.4% | 0.16% | -8.0% |
| Q1 2021 | $276,000 | +1.5% | 1,075 | 0.0% | 0.18% | -12.9% |
| Q4 2020 | $272,000 | – | 1,075 | – | 0.20% | – |
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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% |