VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,630 | -3.8% | 1,207 | 0.0% | 0.19% | +2.7% |
| Q2 2023 | $341,461 | +11.1% | 1,207 | -2.0% | 0.18% | +1.7% |
| Q1 2023 | $307,228 | +10.0% | 1,232 | -6.0% | 0.18% | +0.6% |
| Q4 2022 | $279,296 | +1.2% | 1,311 | +1.5% | 0.18% | -10.4% |
| Q3 2022 | $276,000 | -2.1% | 1,291 | +2.0% | 0.20% | +2.0% |
| Q2 2022 | $282,000 | -24.0% | 1,266 | -1.9% | 0.20% | -10.9% |
| Q1 2022 | $371,000 | -12.5% | 1,290 | -2.4% | 0.22% | +1.4% |
| Q4 2021 | $424,000 | +8.2% | 1,322 | -2.2% | 0.22% | +9.0% |
| Q3 2021 | $392,000 | -1.0% | 1,352 | -2.1% | 0.20% | -2.4% |
| Q2 2021 | $396,000 | +10.3% | 1,381 | -1.1% | 0.20% | +5.1% |
| Q1 2021 | $359,000 | +18.1% | 1,397 | +16.1% | 0.20% | -5.3% |
| Q4 2020 | $304,000 | +98.7% | 1,203 | +23.0% | 0.21% | +41.1% |
| Q1 2020 | $153,000 | – | 978 | – | 0.15% | – |
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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% |