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 | $1,411,927 | +451.4% | 5,185 | +472.9% | 0.49% | +453.4% |
| Q2 2023 | $256,079 | +11.7% | 905 | -1.5% | 0.09% | +7.3% |
| Q1 2023 | $229,235 | +46.5% | 919 | +25.2% | 0.08% | +43.9% |
| Q4 2022 | $156,423 | -0.4% | 734 | 0.0% | 0.06% | -8.1% |
| Q3 2022 | $157,039 | +19.6% | 734 | +24.6% | 0.06% | +21.6% |
| Q2 2022 | $131,282 | -22.5% | 589 | 0.0% | 0.05% | -17.7% |
| Q1 2022 | $169,396 | -10.4% | 589 | 0.0% | 0.06% | -23.5% |
| Q4 2021 | $189,010 | -15.8% | 589 | -23.9% | 0.08% | -22.1% |
| Q3 2021 | $224,592 | +49.4% | 774 | +47.7% | 0.10% | +46.5% |
| Q2 2021 | $150,288 | -25.4% | 524 | -33.2% | 0.07% | -27.6% |
| Q1 2021 | $201,519 | -17.7% | 784 | -18.9% | 0.10% | -22.8% |
| Q4 2020 | $244,980 | +11.3% | 967 | 0.0% | 0.13% | -2.3% |
| Q3 2020 | $220,099 | +29.2% | 967 | +14.7% | 0.13% | +15.0% |
| Q2 2020 | $170,362 | – | 843 | – | 0.11% | – |
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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% |