VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,745 | -3.8% | 829 | 0.0% | 0.09% | -3.1% |
| Q2 2023 | $234,574 | +13.4% | 829 | 0.0% | 0.10% | +12.9% |
| Q1 2023 | $206,786 | -13.1% | 829 | 0.0% | 0.08% | +1.2% |
| Q1 2022 | $238,000 | -13.5% | 829 | -3.5% | 0.08% | -9.7% |
| Q4 2021 | $275,000 | +14.6% | 859 | +3.6% | 0.09% | +6.9% |
| Q3 2021 | $240,000 | +1.3% | 829 | 0.0% | 0.09% | +1.2% |
| Q2 2021 | $237,000 | -11.9% | 829 | -20.9% | 0.09% | -18.1% |
| Q1 2021 | $269,000 | -5.3% | 1,048 | -6.6% | 0.10% | -13.2% |
| Q4 2020 | $284,000 | – | 1,122 | – | 0.12% | – |
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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% |