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 | $617,054 | -4.7% | 2,266 | -1.0% | 0.40% | -5.4% |
| Q2 2023 | $647,412 | +8.0% | 2,288 | -4.8% | 0.43% | +21.0% |
| Q1 2023 | $599,404 | +17.5% | 2,403 | +0.4% | 0.35% | +8.3% |
| Q4 2022 | $509,972 | -0.8% | 2,393 | -0.5% | 0.32% | -9.2% |
| Q3 2022 | $514,000 | +4.3% | 2,404 | +8.6% | 0.36% | +10.8% |
| Q2 2022 | $493,000 | -20.1% | 2,214 | +3.2% | 0.32% | -9.3% |
| Q1 2022 | $617,000 | +94.6% | 2,146 | +117.0% | 0.36% | +108.2% |
| Q4 2021 | $317,000 | -41.0% | 989 | -47.1% | 0.17% | -55.5% |
| Q2 2021 | $537,000 | – | 1,871 | – | 0.38% | – |
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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% |