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 | $14,701,873 | -2.8% | 53,989 | +1.0% | 8.76% | +0.9% |
| Q2 2023 | $15,131,824 | +16.1% | 53,477 | +2.3% | 8.68% | +10.8% |
| Q1 2023 | $13,037,064 | +23.4% | 52,265 | +5.4% | 7.83% | +14.9% |
| Q4 2022 | $10,564,881 | +8.3% | 49,575 | +8.7% | 6.82% | -1.9% |
| Q3 2022 | $9,759,000 | -1.3% | 45,615 | +2.8% | 6.95% | -5.5% |
| Q2 2022 | $9,892,000 | -16.7% | 44,381 | +7.5% | 7.36% | -15.0% |
| Q1 2022 | $11,871,000 | -4.0% | 41,276 | +7.1% | 8.65% | -1.0% |
| Q4 2021 | $12,367,000 | +13.6% | 38,537 | +2.7% | 8.74% | +7.6% |
| Q3 2021 | $10,888,000 | +7.3% | 37,521 | +6.0% | 8.12% | +0.8% |
| Q2 2021 | $10,149,000 | +28.9% | 35,387 | +15.5% | 8.06% | +15.1% |
| Q1 2021 | $7,872,000 | +11.3% | 30,626 | +9.7% | 7.00% | +0.6% |
| Q4 2020 | $7,073,000 | – | 27,920 | – | 6.95% | – |
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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% |