VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,132,387 | -9.7% | 125,841 | -9.4% | 20.13% | -6.9% |
| Q2 2023 | $38,924,368 | +11.1% | 138,951 | -1.1% | 21.63% | +9.0% |
| Q1 2023 | $35,044,541 | +16.7% | 140,493 | +1.1% | 19.85% | +13.4% |
| Q4 2022 | $30,019,995 | +16.4% | 138,969 | +15.1% | 17.50% | +9.4% |
| Q3 2022 | $25,790,000 | -5.7% | 120,702 | +0.3% | 16.01% | +0.4% |
| Q2 2022 | $27,357,000 | -13.6% | 120,286 | +2.6% | 15.94% | -4.8% |
| Q1 2022 | $31,675,000 | +4.2% | 117,221 | +6.0% | 16.75% | -2.7% |
| Q4 2021 | $30,390,000 | -15.8% | 110,586 | -5.2% | 17.20% | -12.8% |
| Q3 2021 | $36,099,000 | +10.7% | 116,678 | +2.6% | 19.73% | +3.7% |
| Q2 2021 | $32,620,000 | +8.0% | 113,733 | +2.5% | 19.03% | +2.8% |
| Q1 2021 | $30,198,000 | +0.8% | 110,965 | -4.1% | 18.52% | -2.2% |
| Q4 2020 | $29,958,000 | +6.4% | 115,747 | -1.1% | 18.94% | -3.9% |
| Q3 2020 | $28,163,000 | +20.7% | 117,001 | +6.9% | 19.71% | +5.4% |
| Q2 2020 | $23,336,000 | +13.9% | 109,427 | -4.1% | 18.69% | +0.4% |
| Q1 2020 | $20,480,000 | +15.5% | 114,067 | +26.9% | 18.61% | +21.3% |
| Q4 2019 | $17,734,000 | – | 89,881 | – | 15.34% | – |
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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% |