VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,417 | -5.8% | 1,397 | -2.1% | 0.23% | -5.4% |
| Q2 2023 | $403,784 | +4.8% | 1,427 | -7.6% | 0.24% | -1.2% |
| Q1 2023 | $385,396 | +17.1% | 1,545 | 0.0% | 0.24% | +12.5% |
| Q4 2022 | $329,234 | +2.2% | 1,545 | +2.7% | 0.22% | -5.3% |
| Q3 2022 | $322,000 | -6.7% | 1,504 | -2.8% | 0.23% | +0.9% |
| Q2 2022 | $345,000 | -56.5% | 1,548 | -37.4% | 0.23% | -47.9% |
| Q4 2021 | $793,000 | +9.7% | 2,472 | -1.7% | 0.43% | +4.1% |
| Q1 2021 | $723,000 | – | 2,514 | – | 0.42% | – |
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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% |