VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,354,883 | -7.6% | 8,648 | -4.0% | 2.17% | -4.5% |
| Q2 2023 | $2,547,778 | +5.1% | 9,004 | -7.3% | 2.27% | -10.0% |
| Q1 2023 | $2,423,268 | +10.6% | 9,715 | -2.0% | 2.52% | +10.6% |
| Q4 2022 | $2,191,078 | +7.1% | 9,912 | +7.9% | 2.28% | +3.3% |
| Q3 2022 | $2,045,000 | +7.2% | 9,183 | +21.1% | 2.21% | +7.0% |
| Q2 2022 | $1,907,000 | -13.7% | 7,581 | -10.2% | 2.06% | +3.3% |
| Q1 2022 | $2,211,000 | +4.8% | 8,442 | +15.4% | 2.00% | -0.1% |
| Q4 2021 | $2,110,000 | – | 7,316 | – | 2.00% | – |
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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% |