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 | $2,166,344 | +16.2% | 6,813 | +19.0% | 0.02% | +21.1% |
| Q2 2023 | $1,864,012 | -14.7% | 5,724 | -22.8% | 0.02% | -17.4% |
| Q1 2023 | $2,186,201 | +18.3% | 7,412 | +2.4% | 0.02% | +15.0% |
| Q4 2022 | $1,848,234 | -34.7% | 7,241 | -29.8% | 0.02% | -37.5% |
| Q3 2022 | $2,830,858 | -21.5% | 10,309 | -23.7% | 0.03% | -22.0% |
| Q2 2022 | $3,607,613 | -20.9% | 13,517 | -0.3% | 0.04% | -6.8% |
| Q1 2022 | $4,560,072 | -9.9% | 13,551 | +0.2% | 0.04% | -10.2% |
| Q4 2021 | $5,062,066 | – | 13,520 | – | 0.05% | – |
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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% |