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 | $4,682,999 | -8.7% | 17,197 | -5.2% | 1.09% | -11.9% |
| Q2 2023 | $5,131,919 | +15.6% | 18,137 | +1.9% | 1.23% | +7.7% |
| Q1 2023 | $4,439,052 | +8.7% | 17,796 | -7.1% | 1.14% | +1.2% |
| Q4 2022 | $4,082,694 | -11.9% | 19,158 | -11.6% | 1.13% | -16.0% |
| Q3 2022 | $4,635,000 | +0.0% | 21,665 | +4.2% | 1.35% | +3.9% |
| Q2 2022 | $4,634,000 | -14.8% | 20,791 | +9.9% | 1.30% | +1.3% |
| Q1 2022 | $5,439,000 | -6.2% | 18,912 | +4.7% | 1.28% | -8.6% |
| Q4 2021 | $5,796,000 | -5.7% | 18,063 | -14.7% | 1.40% | -20.3% |
| Q3 2021 | $6,147,000 | +5.2% | 21,185 | +4.0% | 1.75% | -3.9% |
| Q2 2021 | $5,843,000 | +23.0% | 20,371 | +10.2% | 1.82% | +6.2% |
| Q1 2021 | $4,751,000 | +25.9% | 18,485 | +24.0% | 1.72% | +32.2% |
| Q4 2020 | $3,775,000 | -17.7% | 14,903 | -26.0% | 1.30% | -25.9% |
| Q3 2020 | $4,585,000 | +16.0% | 20,143 | +3.0% | 1.76% | +0.6% |
| Q2 2020 | $3,951,000 | +12.2% | 19,550 | +2.8% | 1.74% | +9.6% |
| Q1 2020 | $3,520,000 | +202.1% | 19,021 | +206.1% | 1.59% | +43.3% |
| Q4 2019 | $1,165,000 | – | 6,213 | – | 1.11% | – |
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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% |