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 | $567,011 | -3.4% | 2,082 | +0.4% | 0.07% | 0.0% |
| Q2 2023 | $586,821 | +2.3% | 2,074 | -9.8% | 0.07% | -2.9% |
| Q1 2023 | $573,572 | +17.1% | 2,299 | +0.0% | 0.07% | +12.9% |
| Q4 2022 | $489,632 | -24.3% | 2,298 | -24.0% | 0.06% | -31.1% |
| Q3 2022 | $647,000 | +50.5% | 3,022 | +56.5% | 0.09% | -7.2% |
| Q2 2022 | $430,000 | -15.7% | 1,931 | +8.9% | 0.10% | +59.0% |
| Q1 2022 | $510,000 | -14.1% | 1,773 | -4.2% | 0.06% | -15.3% |
| Q4 2021 | $594,000 | +12.7% | 1,850 | +1.8% | 0.07% | +2.9% |
| Q3 2021 | $527,000 | +1.7% | 1,817 | +0.7% | 0.07% | -38.6% |
| Q2 2021 | $518,000 | +11.6% | 1,805 | +0.1% | 0.11% | +0.9% |
| Q1 2021 | $464,000 | +1.5% | 1,804 | +0.1% | 0.11% | -4.2% |
| Q4 2020 | $457,000 | +105.9% | 1,802 | +84.4% | 0.12% | +71.0% |
| Q3 2020 | $222,000 | -7.1% | 977 | -17.3% | 0.07% | -16.9% |
| Q2 2020 | $239,000 | – | 1,182 | – | 0.08% | – |
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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% |