VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,096 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 1.26 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,044,008 | -1.7% | 58,918 | +2.2% | 4.90% | +3.2% |
| Q2 2023 | $16,314,833 | +7.4% | 57,658 | -5.3% | 4.75% | +1.1% |
| Q1 2023 | $15,189,580 | +13.3% | 60,895 | -3.2% | 4.70% | +7.0% |
| Q4 2022 | $13,404,933 | -1.6% | 62,901 | -1.2% | 4.39% | -8.4% |
| Q3 2022 | $13,627,000 | -4.1% | 63,696 | -0.1% | 4.80% | +3.3% |
| Q2 2022 | $14,207,000 | -11.8% | 63,744 | +13.8% | 4.64% | +0.5% |
| Q1 2022 | $16,104,000 | -7.7% | 55,993 | +3.0% | 4.62% | -2.6% |
| Q4 2021 | $17,447,000 | +10.6% | 54,370 | -0.0% | 4.74% | +5.0% |
| Q3 2021 | $15,781,000 | -2.5% | 54,385 | -0.5% | 4.52% | -0.0% |
| Q2 2021 | $16,179,000 | +15.2% | 54,669 | +0.0% | 4.52% | -2.1% |
| Q1 2021 | $14,047,000 | -2.6% | 54,650 | -4.0% | 4.62% | -4.0% |
| Q4 2020 | $14,419,000 | +19.0% | 56,915 | +6.9% | 4.81% | -6.8% |
| Q3 2020 | $12,120,000 | +12.5% | 53,249 | -0.1% | 5.16% | +5.6% |
| Q2 2020 | $10,773,000 | +31.0% | 53,309 | +1.6% | 4.88% | +6.7% |
| Q1 2020 | $8,223,000 | -20.9% | 52,485 | -8.1% | 4.58% | -3.6% |
| Q4 2019 | $10,402,000 | – | 57,103 | – | 4.75% | – |
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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% |