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 | $378,311 | -1.3% | 1,389 | +2.5% | 0.27% | +1.9% |
| Q2 2023 | $383,453 | +16.4% | 1,355 | +2.6% | 0.27% | +11.8% |
| Q1 2023 | $329,529 | +34.9% | 1,321 | +15.3% | 0.24% | +30.1% |
| Q4 2022 | $244,224 | +3.9% | 1,146 | +4.2% | 0.18% | -5.7% |
| Q3 2022 | $235,000 | -61.1% | 1,100 | -47.6% | 0.19% | +42.6% |
| Q1 2022 | $604,000 | +28.8% | 2,100 | +43.8% | 0.14% | +3.8% |
| Q4 2021 | $469,000 | +10.6% | 1,460 | 0.0% | 0.13% | -2.2% |
| Q3 2021 | $424,000 | +96.3% | 1,460 | +93.9% | 0.13% | -16.2% |
| Q2 2021 | $216,000 | -14.6% | 753 | -23.0% | 0.16% | -22.7% |
| Q1 2021 | $253,000 | +2.8% | 978 | +0.7% | 0.21% | -5.0% |
| Q4 2020 | $246,000 | – | 971 | – | 0.22% | – |
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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% |