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 | $21,673,533 | +12.3% | 79,591 | +16.7% | 2.00% | +8.8% |
| Q2 2023 | $19,294,298 | +47.7% | 68,187 | +30.2% | 1.84% | +36.6% |
| Q1 2023 | $13,060,632 | +99.6% | 52,360 | +70.5% | 1.34% | +77.4% |
| Q4 2022 | $6,544,100 | +205.4% | 30,708 | +206.6% | 0.76% | +194.9% |
| Q3 2022 | $2,143,000 | +0.8% | 10,017 | +5.0% | 0.26% | -1.9% |
| Q2 2022 | $2,126,000 | -17.6% | 9,540 | +6.4% | 0.26% | -12.7% |
| Q1 2022 | $2,579,000 | -5.5% | 8,966 | +5.4% | 0.30% | -12.8% |
| Q4 2021 | $2,729,000 | +22.3% | 8,504 | +10.6% | 0.34% | -0.9% |
| Q3 2021 | $2,231,000 | +73.8% | 7,688 | +71.7% | 0.35% | +72.6% |
| Q2 2021 | $1,284,000 | +9071.4% | 4,478 | +5047.1% | 0.20% | +1727.3% |
| Q3 2019 | $14,000 | – | 87 | – | 0.01% | – |
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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% |