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 | $35,774,394 | -3.0% | 131,374 | +0.8% | 7.76% | -5.6% |
| Q2 2023 | $36,883,652 | +14.1% | 130,349 | +0.6% | 8.22% | +1.9% |
| Q1 2023 | $32,312,798 | +30.5% | 129,541 | +11.5% | 8.06% | +13.6% |
| Q4 2022 | $24,751,951 | +6.6% | 116,146 | +7.0% | 7.10% | -7.7% |
| Q3 2022 | $23,219,000 | +6.4% | 108,525 | +10.8% | 7.69% | +3.7% |
| Q2 2022 | $21,823,000 | -11.1% | 97,909 | +14.7% | 7.42% | -3.4% |
| Q1 2022 | $24,543,000 | -3.9% | 85,337 | +7.2% | 7.68% | -8.1% |
| Q4 2021 | $25,547,000 | +12.7% | 79,611 | +1.9% | 8.36% | -3.0% |
| Q3 2021 | $22,668,000 | +5.7% | 78,119 | +4.5% | 8.62% | -5.9% |
| Q2 2021 | $21,447,000 | +19.4% | 74,779 | +7.0% | 9.16% | +4.4% |
| Q1 2021 | $17,968,000 | +10.6% | 69,905 | +9.0% | 8.78% | -3.6% |
| Q4 2020 | $16,250,000 | – | 64,142 | – | 9.11% | – |
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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% |