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 | $182,794,494 | -18.0% | 671,274 | -14.8% | 16.79% | -11.7% |
| Q2 2023 | $222,979,655 | +4.0% | 788,025 | -8.3% | 19.00% | +1.4% |
| Q1 2023 | $214,309,651 | +201.6% | 859,163 | +2476.4% | 18.75% | -32.2% |
| Q4 2022 | $71,065,183 | +1453.7% | 33,347 | – | 27.65% | +501.8% |
| Q3 2022 | $4,574,000 | -97.2% | 0 | -100.0% | 4.60% | -69.6% |
| Q2 2022 | $165,102,000 | -21.2% | 740,734 | +13.5% | 15.12% | -7.4% |
| Q4 2021 | $209,403,000 | +9.1% | 652,550 | -1.3% | 16.34% | +1.4% |
| Q3 2021 | $191,878,000 | -0.3% | 661,261 | -1.4% | 16.11% | -1.7% |
| Q2 2021 | $192,425,000 | +5.9% | 670,915 | -5.1% | 16.39% | +87.7% |
| Q1 2021 | $181,755,000 | +2.8% | 707,110 | +1.3% | 8.73% | -46.7% |
| Q4 2020 | $176,857,000 | +8.0% | 698,102 | -3.0% | 16.37% | -3.8% |
| Q3 2020 | $163,777,000 | +0.7% | 719,509 | -10.6% | 17.02% | -5.0% |
| Q2 2020 | $162,667,000 | +27.4% | 804,923 | -1.2% | 17.92% | +9.9% |
| Q1 2020 | $127,700,000 | -15.7% | 814,989 | +1.7% | 16.31% | +1.4% |
| Q4 2019 | $151,498,000 | – | 801,323 | – | 16.09% | – |
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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% |