VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,465,597 | -5.0% | 70,400 | +40.5% | 2.52% | -4.5% |
| Q2 2023 | $14,176,863 | -36.3% | 50,102 | -61.8% | 2.64% | -37.4% |
| Q1 2023 | $22,247,204 | +117.9% | 131,074 | +173.6% | 4.21% | +103.2% |
| Q4 2022 | $10,209,462 | -14.1% | 47,907 | -13.8% | 2.07% | -27.5% |
| Q3 2022 | $11,885,000 | -7.5% | 55,550 | -3.7% | 2.85% | -5.0% |
| Q2 2022 | $12,855,000 | -48.1% | 57,672 | -33.0% | 3.00% | -39.1% |
| Q1 2022 | $24,746,000 | +266.8% | 86,041 | +309.2% | 4.93% | +241.1% |
| Q4 2021 | $6,747,000 | +48.1% | 21,027 | +33.9% | 1.45% | -10.1% |
| Q3 2021 | $4,556,000 | -22.0% | 15,701 | -22.9% | 1.61% | +15.4% |
| Q2 2021 | $5,839,000 | +11.6% | 20,360 | -50.7% | 1.39% | +8.2% |
| Q1 2021 | $5,230,000 | +15.9% | 41,292 | +6.5% | 1.29% | -3.3% |
| Q4 2020 | $4,513,000 | – | 38,757 | – | 1.33% | – |
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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% |