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 | $19,783 | -2.6% | 72,651 | +1.2% | 14.32% | -0.1% |
| Q2 2023 | $20,310 | +9.4% | 71,779 | -3.6% | 14.33% | +7.4% |
| Q1 2023 | $18,564 | +20.4% | 74,422 | +2.9% | 13.34% | +11.2% |
| Q4 2022 | $15,416 | -99.9% | 72,341 | +5.0% | 12.00% | -6.5% |
| Q3 2022 | $14,734,000 | -3.4% | 68,868 | +1.6% | 12.84% | +3.1% |
| Q2 2022 | $15,254,000 | -22.9% | 67,781 | -1.4% | 12.45% | -14.9% |
| Q1 2022 | $19,775,000 | -5.8% | 68,759 | +5.2% | 14.64% | -5.2% |
| Q4 2021 | $20,982,000 | – | 65,387 | – | 15.43% | – |
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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% |