VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,399 | -13.0% | 813 | -9.6% | 0.19% | +9.1% |
| Q2 2023 | $254,374 | +19.6% | 899 | +5.4% | 0.18% | -2.8% |
| Q1 2023 | $212,718 | -24.8% | 853 | -12.3% | 0.18% | -3.7% |
| Q3 2021 | $283,000 | -12.9% | 973 | -14.1% | 0.19% | -5.1% |
| Q2 2021 | $325,000 | -19.0% | 1,133 | -28.5% | 0.20% | -40.5% |
| Q4 2020 | $401,000 | +67.1% | 1,584 | +33.1% | 0.33% | +51.4% |
| Q3 2020 | $240,000 | 0.0% | 1,190 | 0.0% | 0.22% | 0.0% |
| Q2 2020 | $240,000 | -99.8% | 1,190 | +18.9% | 0.22% | +52.8% |
| Q1 2020 | $156,795,000 | -42.1% | 1,001 | -32.6% | 0.14% | -38.7% |
| Q4 2019 | $270,610,000 | +66717.3% | 1,485 | +5.5% | 0.24% | +3.5% |
| Q1 1987 | $405,000 | – | 1,407 | – | 0.23% | – |
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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% |