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 | $455,379 | +52.6% | 1,672 | +58.5% | 0.23% | +56.8% |
| Q2 2023 | $298,500 | +44.9% | 1,055 | +27.7% | 0.15% | +33.9% |
| Q1 2023 | $206,056 | +24.5% | 826 | +6.4% | 0.11% | +14.7% |
| Q4 2022 | $165,448 | +32.4% | 776 | +32.6% | 0.10% | +30.1% |
| Q3 2022 | $125,000 | +13.6% | 585 | +18.9% | 0.07% | +7.4% |
| Q2 2022 | $110,000 | -49.5% | 492 | -35.1% | 0.07% | -36.4% |
| Q1 2022 | $218,000 | -9.5% | 758 | +0.9% | 0.11% | -6.1% |
| Q4 2021 | $241,000 | +15.9% | 751 | +4.6% | 0.11% | -12.3% |
| Q3 2021 | $208,000 | -6.7% | 718 | -7.8% | 0.13% | -5.1% |
| Q2 2021 | $223,000 | +15.5% | 779 | +3.6% | 0.14% | -3.5% |
| Q1 2021 | $193,000 | +35.9% | 752 | +34.0% | 0.14% | +21.4% |
| Q4 2020 | $142,000 | +10.9% | 561 | 0.0% | 0.12% | -7.1% |
| Q3 2020 | $128,000 | – | 561 | – | 0.13% | – |
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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% |