VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,133,826 | -3.6% | 4,164 | +0.1% | 0.52% | +1.6% |
| Q2 2023 | $1,176,660 | +13.2% | 4,158 | -0.2% | 0.51% | +13.3% |
| Q1 2023 | $1,039,099 | +16.7% | 4,166 | -0.3% | 0.45% | +20.5% |
| Q4 2022 | $890,577 | -0.0% | 4,179 | +0.4% | 0.38% | -7.2% |
| Q3 2022 | $891,000 | -3.3% | 4,164 | +0.8% | 0.40% | +2.0% |
| Q2 2022 | $921,000 | -22.3% | 4,131 | +0.1% | 0.40% | -28.4% |
| Q1 2022 | $1,186,000 | -10.4% | 4,126 | +0.1% | 0.55% | -13.3% |
| Q4 2021 | $1,323,000 | +10.5% | 4,122 | -0.1% | 0.64% | +2.2% |
| Q3 2021 | $1,197,000 | +1.2% | 4,126 | -0.0% | 0.62% | -3.3% |
| Q2 2021 | $1,183,000 | +10.9% | 4,127 | -0.6% | 0.64% | +1.7% |
| Q1 2021 | $1,067,000 | +1.0% | 4,154 | -0.4% | 0.63% | -9.7% |
| Q4 2020 | $1,056,000 | +11.6% | 4,169 | +0.3% | 0.70% | -5.3% |
| Q3 2020 | $946,000 | – | 4,156 | – | 0.74% | – |
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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% |