VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,304,408 | -6.2% | 148,009 | -2.6% | 8.23% | -8.0% |
| Q2 2023 | $42,984,084 | +6.4% | 151,909 | -6.2% | 8.95% | +0.5% |
| Q1 2023 | $40,379,621 | +27.7% | 161,881 | +9.1% | 8.91% | +13.7% |
| Q4 2022 | $31,628,246 | +4.5% | 148,413 | +4.9% | 7.84% | -8.9% |
| Q3 2022 | $30,269,000 | +4.9% | 141,479 | +9.3% | 8.60% | +3.0% |
| Q2 2022 | $28,843,000 | -16.4% | 129,407 | +7.8% | 8.35% | -10.5% |
| Q1 2022 | $34,517,000 | +122.9% | 120,018 | +21.2% | 9.32% | -2.6% |
| Q4 2021 | $15,488,000 | -43.3% | 99,014 | +5.1% | 9.57% | -3.5% |
| Q3 2021 | $27,336,000 | +0.9% | 94,206 | -0.3% | 9.92% | -6.6% |
| Q2 2021 | $27,087,000 | +16.9% | 94,443 | +4.8% | 10.62% | +8.1% |
| Q1 2021 | $23,166,000 | +13.1% | 90,127 | +11.5% | 9.82% | +3.8% |
| Q4 2020 | $20,484,000 | +12.4% | 80,856 | +1.0% | 9.47% | +0.1% |
| Q3 2020 | $18,229,000 | -5.1% | 80,088 | -15.7% | 9.46% | -11.1% |
| Q2 2020 | $19,206,000 | +30.5% | 95,035 | +1.2% | 10.64% | +11.2% |
| Q1 2020 | $14,719,000 | -15.0% | 93,938 | -1.2% | 9.57% | +3.7% |
| Q4 2019 | $17,319,000 | +9.6% | 95,070 | +0.1% | 9.24% | +2.9% |
| Q3 2019 | $15,797,000 | +2.1% | 95,003 | +0.3% | 8.98% | -1.8% |
| Q2 2019 | $15,471,000 | -0.1% | 94,690 | -4.4% | 9.14% | -4.5% |
| Q1 2019 | $15,488,000 | +15.3% | 99,014 | -1.0% | 9.57% | +3.0% |
| Q4 2018 | $13,430,000 | – | 99,976 | – | 9.30% | – |
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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% |