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 | $779,259 | -3.4% | 2,862 | +0.4% | 0.19% | +3.8% |
| Q2 2023 | $807,072 | +13.2% | 2,852 | -0.2% | 0.18% | +5.8% |
| Q1 2023 | $712,850 | +9.1% | 2,858 | -6.8% | 0.17% | +7.5% |
| Q4 2022 | $653,665 | -0.8% | 3,067 | -0.4% | 0.16% | -7.0% |
| Q3 2022 | $659,000 | -10.3% | 3,079 | -6.7% | 0.17% | +27.4% |
| Q2 2022 | $735,000 | -36.2% | 3,300 | -17.6% | 0.14% | -31.1% |
| Q1 2022 | $1,152,000 | -0.3% | 4,005 | +0.7% | 0.20% | -5.8% |
| Q3 2021 | $1,155,000 | +38.8% | 3,979 | +37.1% | 0.21% | +33.3% |
| Q2 2021 | $832,000 | +42.0% | 2,903 | +27.4% | 0.16% | +27.9% |
| Q1 2021 | $586,000 | +19.6% | 2,278 | +17.7% | 0.12% | +10.9% |
| Q4 2020 | $490,000 | +14.0% | 1,935 | +2.5% | 0.11% | -0.9% |
| Q3 2020 | $430,000 | +18.5% | 1,888 | +5.0% | 0.11% | -19.6% |
| Q2 2020 | $363,000 | +98.4% | 1,798 | +54.3% | 0.14% | +72.5% |
| Q1 2020 | $183,000 | -48.2% | 1,165 | -39.8% | 0.08% | -42.9% |
| Q4 2019 | $353,000 | – | 1,935 | – | 0.14% | – |
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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% |