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 | $235,820 | -3.8% | 866 | 0.0% | 0.06% | -7.1% |
| Q2 2023 | $245,043 | +11.4% | 866 | +13.1% | 0.07% | -2.8% |
| Q1 2022 | $220,000 | -11.6% | 766 | -1.4% | 0.07% | -6.5% |
| Q4 2021 | $249,000 | -6.0% | 777 | -14.8% | 0.08% | -18.1% |
| Q3 2021 | $265,000 | +1.1% | 912 | 0.0% | 0.09% | -3.1% |
| Q2 2021 | $262,000 | +12.0% | 912 | 0.0% | 0.10% | +6.6% |
| Q1 2021 | $234,000 | +1.3% | 912 | 0.0% | 0.09% | -18.0% |
| Q4 2020 | $231,000 | +11.1% | 912 | 0.0% | 0.11% | +12.1% |
| Q3 2020 | $208,000 | – | 912 | – | 0.10% | – |
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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% |