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 | $563,682 | -7.4% | 2,070 | -3.8% | 0.35% | -8.1% |
| Q2 2023 | $608,647 | +13.4% | 2,151 | 0.0% | 0.38% | +2.1% |
| Q1 2023 | $536,545 | +19.4% | 2,151 | +7.6% | 0.38% | 0.0% |
| Q4 2022 | $449,236 | +6.2% | 2,000 | 0.0% | 0.38% | +0.8% |
| Q3 2022 | $423,000 | +42.4% | 2,000 | +100.0% | 0.37% | +43.1% |
| Q2 2022 | $297,000 | -22.5% | 1,000 | 0.0% | 0.26% | -4.8% |
| Q1 2022 | $383,000 | -14.5% | 1,000 | 0.0% | 0.27% | -11.4% |
| Q4 2021 | $448,000 | +10.6% | 1,000 | -28.4% | 0.31% | +2.7% |
| Q3 2021 | $405,000 | +1.2% | 1,396 | 0.0% | 0.30% | +7.5% |
| Q2 2021 | $400,000 | +7.2% | 1,396 | 0.0% | 0.28% | +0.4% |
| Q1 2021 | $373,000 | -9.2% | 1,396 | -11.4% | 0.28% | -13.7% |
| Q4 2020 | $411,000 | – | 1,575 | – | 0.32% | – |
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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% |