VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,850 | +24.4% | 105,944 | +13.9% | 9.85% | +21.9% |
| Q1 2023 | $23,197 | +45.4% | 92,997 | +24.2% | 8.08% | +37.0% |
| Q4 2022 | $15,951 | -99.5% | 74,847 | +415.8% | 5.90% | +316.4% |
| Q3 2022 | $3,104,000 | +9.3% | 14,512 | +13.8% | 1.42% | +12.1% |
| Q2 2022 | $2,841,000 | -17.3% | 12,748 | +6.7% | 1.26% | -7.3% |
| Q1 2022 | $3,435,000 | -5.0% | 11,943 | +6.0% | 1.36% | -0.3% |
| Q4 2021 | $3,616,000 | +551.5% | 11,269 | +421.7% | 1.37% | +438.6% |
| Q1 2021 | $555,000 | +124.7% | 2,160 | +121.3% | 0.25% | +96.9% |
| Q4 2020 | $247,000 | – | 976 | – | 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% |