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 | $707,189 | +17.2% | 2,597 | +21.8% | 0.14% | +21.7% |
| Q2 2023 | $603,271 | +13.4% | 2,132 | 0.0% | 0.12% | +11.7% |
| Q1 2023 | $531,806 | +165571.7% | 2,132 | +41.8% | 0.10% | +66.1% |
| Q4 2022 | $321 | -99.9% | 1,504 | -25.5% | 0.06% | -35.4% |
| Q3 2022 | $432,000 | +31.7% | 2,019 | +37.3% | 0.10% | +52.4% |
| Q2 2022 | $328,000 | -23.2% | 1,470 | -0.9% | 0.06% | -10.0% |
| Q1 2022 | $427,000 | -40.6% | 1,483 | -33.8% | 0.07% | -41.2% |
| Q4 2021 | $719,000 | +9.6% | 2,241 | -0.9% | 0.12% | -8.5% |
| Q3 2021 | $656,000 | -7.2% | 2,261 | -8.2% | 0.13% | -13.9% |
| Q2 2021 | $707,000 | +16.9% | 2,464 | +4.7% | 0.15% | +9.4% |
| Q1 2021 | $605,000 | +1.5% | 2,353 | 0.0% | 0.14% | -3.5% |
| Q4 2020 | $596,000 | +11.2% | 2,353 | 0.0% | 0.14% | +0.7% |
| Q3 2020 | $536,000 | +1.1% | 2,353 | -10.2% | 0.14% | -5.3% |
| Q2 2020 | $530,000 | +17.5% | 2,621 | -8.9% | 0.15% | +16.3% |
| Q1 2020 | $451,000 | -13.9% | 2,876 | 0.0% | 0.13% | +13.2% |
| Q4 2019 | $524,000 | -4.6% | 2,876 | -12.9% | 0.11% | -6.6% |
| Q3 2019 | $549,000 | +1.3% | 3,301 | -0.4% | 0.12% | +4.3% |
| Q2 2019 | $542,000 | -0.7% | 3,313 | -0.6% | 0.12% | +9.3% |
| Q1 2019 | $546,000 | – | 3,333 | – | 0.11% | – |
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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% |