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 | $877,210 | -16.1% | 3,234 | -10.3% | 0.29% | -7.7% |
| Q2 2023 | $1,045,728 | -10.6% | 3,607 | -23.0% | 0.31% | -18.6% |
| Q1 2023 | $1,169,227 | +5.5% | 4,687 | -0.3% | 0.38% | +0.3% |
| Q4 2022 | $1,107,856 | -6.0% | 4,699 | -11.3% | 0.38% | -15.0% |
| Q3 2022 | $1,178,000 | +2.5% | 5,296 | +2.8% | 0.45% | -3.4% |
| Q2 2022 | $1,149,000 | -15.1% | 5,154 | +6.9% | 0.46% | -3.1% |
| Q1 2022 | $1,353,000 | -6.2% | 4,821 | +7.3% | 0.48% | -16.1% |
| Q4 2021 | $1,442,000 | +12.4% | 4,495 | +1.7% | 0.57% | -7.9% |
| Q3 2021 | $1,283,000 | +6.5% | 4,421 | +5.2% | 0.62% | +8.8% |
| Q2 2021 | $1,205,000 | +47.0% | 4,201 | +33.8% | 0.57% | +38.0% |
| Q1 2021 | $820,000 | +85.5% | 3,139 | +80.1% | 0.41% | +31.9% |
| Q4 2020 | $442,000 | – | 1,743 | – | 0.31% | – |
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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% |