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 | $590,008 | +0.7% | 2,167 | +4.6% | 0.21% | +0.5% |
| Q2 2023 | $585,917 | +13.4% | 2,071 | 0.0% | 0.21% | +6.5% |
| Q1 2023 | $516,507 | +28.0% | 2,071 | +9.3% | 0.20% | +21.2% |
| Q4 2022 | $403,559 | -3.5% | 1,894 | -3.1% | 0.16% | -20.3% |
| Q3 2022 | $418,000 | -18.2% | 1,954 | -14.8% | 0.21% | -14.8% |
| Q2 2022 | $511,000 | -22.8% | 2,294 | -0.3% | 0.24% | -20.6% |
| Q1 2022 | $662,000 | +8.9% | 2,301 | +21.5% | 0.31% | +2.7% |
| Q4 2021 | $608,000 | +10.7% | 1,894 | 0.0% | 0.30% | -15.1% |
| Q3 2021 | $549,000 | +0.4% | 1,894 | -0.7% | 0.35% | -5.4% |
| Q2 2021 | $547,000 | +7.3% | 1,907 | -3.8% | 0.37% | -6.3% |
| Q1 2021 | $510,000 | +6.9% | 1,983 | +5.3% | 0.40% | -3.9% |
| Q4 2020 | $477,000 | – | 1,883 | – | 0.41% | – |
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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% |