VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,038,046 | -12.9% | 3,812 | -9.5% | 0.78% | +0.4% |
| Q2 2023 | $1,191,828 | +13.4% | 4,212 | 0.0% | 0.77% | +0.1% |
| Q1 2023 | $1,050,641 | +12.2% | 4,212 | -4.1% | 0.77% | +26.5% |
| Q4 2022 | $936,192 | -3.1% | 4,393 | -2.7% | 0.61% | -18.2% |
| Q3 2022 | $966,000 | -4.0% | 4,516 | +0.0% | 0.75% | +3.8% |
| Q2 2022 | $1,006,000 | +38.6% | 4,514 | +78.7% | 0.72% | +47.2% |
| Q1 2022 | $726,000 | -10.7% | 2,526 | -0.3% | 0.49% | -15.4% |
| Q4 2021 | $813,000 | +10.6% | 2,534 | 0.0% | 0.58% | +22.2% |
| Q3 2021 | $735,000 | +1.1% | 2,534 | 0.0% | 0.47% | +1.5% |
| Q2 2021 | $727,000 | +11.7% | 2,534 | 0.0% | 0.47% | +10.7% |
| Q1 2021 | $651,000 | -1.7% | 2,534 | -3.0% | 0.42% | +1.2% |
| Q4 2020 | $662,000 | +11.3% | 2,613 | 0.0% | 0.42% | -27.4% |
| Q3 2020 | $595,000 | +9.0% | 2,613 | -3.4% | 0.57% | +7.9% |
| Q2 2020 | $546,000 | +27.6% | 2,704 | -1.1% | 0.53% | +9.0% |
| Q1 2020 | $428,000 | – | 2,733 | – | 0.49% | – |
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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% |