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 | $800,842 | -12.0% | 2,941 | -8.6% | 0.58% | -2.0% |
| Q2 2023 | $910,531 | +13.4% | 3,218 | 0.0% | 0.60% | -1.0% |
| Q1 2023 | $802,656 | +14.6% | 3,218 | -2.1% | 0.60% | +8.5% |
| Q4 2022 | $700,352 | -1.1% | 3,286 | -0.7% | 0.55% | -12.8% |
| Q3 2022 | $708,000 | -3.4% | 3,310 | +0.7% | 0.64% | +16.7% |
| Q2 2022 | $733,000 | -21.6% | 3,287 | +1.1% | 0.54% | -9.6% |
| Q1 2022 | $935,000 | -13.9% | 3,252 | -3.9% | 0.60% | -6.4% |
| Q4 2021 | $1,086,000 | +12.2% | 3,383 | +0.3% | 0.64% | +6.3% |
| Q2 2021 | $968,000 | +9.4% | 3,374 | -2.1% | 0.60% | -10.5% |
| Q1 2021 | $885,000 | -19.3% | 3,445 | -20.4% | 0.68% | -26.6% |
| Q4 2020 | $1,097,000 | – | 4,329 | – | 0.92% | – |
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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% |