VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,827 | -2.9% | 1,068 | +0.9% | 0.12% | 0.0% |
| Q2 2023 | $299,372 | +18.1% | 1,058 | +4.1% | 0.12% | +18.8% |
| Q1 2023 | $253,431 | +19.4% | 1,016 | +2.0% | 0.10% | +13.5% |
| Q4 2022 | $212,258 | +4.6% | 996 | +9.3% | 0.09% | +2.3% |
| Q3 2022 | $203,000 | 0.0% | 911 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $203,000 | -24.0% | 911 | -1.8% | 0.09% | -13.0% |
| Q1 2022 | $267,000 | -6.0% | 928 | +4.7% | 0.10% | -5.7% |
| Q4 2021 | $284,000 | +1.1% | 886 | -8.7% | 0.11% | +1.0% |
| Q3 2021 | $281,000 | -1.7% | 970 | -2.9% | 0.10% | +1.0% |
| Q2 2021 | $286,000 | +23.8% | 999 | +11.2% | 0.10% | +10.6% |
| Q1 2021 | $231,000 | -30.8% | 898 | -31.9% | 0.09% | -35.6% |
| Q4 2020 | $334,000 | +62.9% | 1,319 | +46.7% | 0.15% | +39.0% |
| Q3 2020 | $205,000 | -53.6% | 899 | -62.9% | 0.10% | -63.3% |
| Q4 2019 | $442,000 | +1.8% | 2,425 | -7.1% | 0.29% | -8.3% |
| Q3 2019 | $434,000 | +77.1% | 2,611 | +70.8% | 0.31% | +100.0% |
| Q1 2019 | $245,000 | +45.8% | 1,529 | +22.5% | 0.16% | +21.9% |
| Q4 2018 | $168,000 | – | 1,248 | – | 0.13% | – |
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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% |