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 | $6,138,887 | -4.4% | 22,544 | -0.6% | 1.81% | +2.9% |
| Q2 2023 | $6,418,986 | +12.5% | 22,685 | -0.8% | 1.76% | +6.0% |
| Q1 2023 | $5,704,826 | +16.8% | 22,871 | -0.2% | 1.66% | +5.0% |
| Q4 2022 | $4,885,047 | +13.6% | 22,923 | +14.1% | 1.58% | +1.7% |
| Q3 2022 | $4,300,000 | +7.6% | 20,099 | +12.1% | 1.56% | +4.8% |
| Q2 2022 | $3,997,000 | +21.2% | 17,934 | +56.3% | 1.48% | +38.3% |
| Q1 2022 | $3,299,000 | +312.4% | 11,472 | +360.4% | 1.07% | +322.4% |
| Q4 2021 | $800,000 | +223.9% | 2,492 | +192.8% | 0.25% | +198.8% |
| Q3 2021 | $247,000 | +1.2% | 851 | 0.0% | 0.08% | -4.5% |
| Q2 2021 | $244,000 | +15.1% | 851 | +3.2% | 0.09% | -2.2% |
| Q1 2021 | $212,000 | +1.4% | 825 | +0.1% | 0.09% | -6.2% |
| Q4 2020 | $209,000 | -95.0% | 824 | -96.4% | 0.10% | -98.0% |
| Q4 2019 | $4,152,000 | +22.0% | 22,792 | +9.4% | 4.92% | +2.8% |
| Q3 2019 | $3,404,000 | 0.0% | 20,833 | 0.0% | 4.78% | 0.0% |
| Q2 2019 | $3,404,000 | – | 20,833 | – | 4.78% | – |
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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% |