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 | $735,002 | -46.6% | 2,678 | -44.9% | 0.46% | -35.8% |
| Q2 2023 | $1,376,365 | +23.0% | 4,864 | +8.5% | 0.71% | +20.5% |
| Q1 2023 | $1,118,821 | +19.9% | 4,485 | +2.9% | 0.59% | -2.5% |
| Q4 2022 | $932,879 | -0.0% | 4,360 | 0.0% | 0.61% | -0.3% |
| Q3 2022 | $933,000 | +46.9% | 4,360 | +64.6% | 0.61% | +58.7% |
| Q2 2022 | $635,000 | -50.4% | 2,649 | -39.1% | 0.38% | -37.9% |
| Q1 2022 | $1,279,000 | -8.4% | 4,353 | +0.1% | 0.62% | -3.1% |
| Q4 2021 | $1,396,000 | +14.7% | 4,350 | +3.7% | 0.64% | +1.4% |
| Q3 2021 | $1,217,000 | +6.3% | 4,194 | +5.1% | 0.63% | +5.5% |
| Q2 2021 | $1,145,000 | +12.5% | 3,992 | +0.8% | 0.60% | +3.8% |
| Q1 2021 | $1,018,000 | +0.2% | 3,961 | -1.2% | 0.57% | -5.1% |
| Q4 2020 | $1,016,000 | +13.0% | 4,010 | +1.5% | 0.60% | -4.7% |
| Q3 2020 | $899,000 | +15.3% | 3,950 | +5.4% | 0.63% | -2.0% |
| Q2 2020 | $780,000 | +16.1% | 3,746 | -12.7% | 0.65% | -8.2% |
| Q1 2020 | $672,000 | -22.0% | 4,289 | -1.8% | 0.70% | +11.0% |
| Q4 2019 | $861,000 | – | 4,366 | – | 0.64% | – |
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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% |