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 | $8,616,510 | +9.5% | 31,642 | +13.8% | 0.99% | +10.9% |
| Q2 2023 | $7,870,551 | +13.7% | 27,815 | +0.2% | 0.89% | +7.2% |
| Q1 2023 | $6,924,917 | +20.7% | 27,762 | +3.1% | 0.83% | +10.0% |
| Q4 2022 | $5,737,263 | +2.1% | 26,922 | +2.5% | 0.76% | -8.2% |
| Q3 2022 | $5,620,000 | -1.5% | 26,268 | +2.6% | 0.82% | -1.1% |
| Q2 2022 | $5,708,000 | +869.1% | 25,611 | +1151.1% | 0.83% | +1012.0% |
| Q1 2022 | $589,000 | +5.0% | 2,047 | +17.0% | 0.08% | +1.4% |
| Q4 2021 | $561,000 | +35.8% | 1,749 | +22.7% | 0.07% | 0.0% |
| Q3 2021 | $413,000 | +11.0% | 1,425 | +9.8% | 0.07% | +10.4% |
| Q2 2021 | $372,000 | -29.5% | 1,298 | -36.8% | 0.07% | -41.7% |
| Q1 2021 | $528,000 | -11.9% | 2,054 | -13.1% | 0.12% | +9.5% |
| Q4 2020 | $599,000 | – | 2,363 | – | 0.10% | – |
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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% |