VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,093,981 | -24.2% | 4,017 | -21.2% | 0.00% | 0.0% |
| Q2 2023 | $1,442,595 | -4.1% | 5,098 | -15.5% | 0.00% | 0.0% |
| Q1 2023 | $1,504,872 | -65.5% | 6,033 | -70.5% | 0.00% | -75.0% |
| Q4 2022 | $4,360,657 | +810.4% | 20,462 | +814.7% | 0.00% | – |
| Q3 2022 | $479,000 | -30.5% | 2,237 | -27.6% | 0.00% | -100.0% |
| Q2 2022 | $689,000 | +30.5% | 3,091 | +68.3% | 0.00% | – |
| Q1 2022 | $528,000 | -84.0% | 1,837 | -82.1% | 0.00% | -100.0% |
| Q4 2021 | $3,294,000 | +450.8% | 10,264 | +398.0% | 0.00% | – |
| Q3 2021 | $598,000 | +7.0% | 2,061 | -5.3% | 0.00% | – |
| Q1 2021 | $559,000 | +90.1% | 2,176 | +87.6% | 0.00% | – |
| Q4 2020 | $294,000 | +11.4% | 1,160 | 0.0% | 0.00% | – |
| Q3 2020 | $264,000 | +6.9% | 1,160 | -5.2% | 0.00% | – |
| Q2 2020 | $247,000 | -86.9% | 1,224 | -89.8% | 0.00% | -100.0% |
| Q1 2020 | $1,888,000 | +599.3% | 12,048 | +711.9% | 0.00% | – |
| Q4 2019 | $270,000 | +25.0% | 1,484 | +14.2% | 0.00% | – |
| Q3 2019 | $216,000 | -24.5% | 1,300 | -25.8% | 0.00% | – |
| Q2 2019 | $286,000 | +42.3% | 1,753 | +36.2% | 0.00% | – |
| Q1 2019 | $201,000 | -94.8% | 1,287 | -95.5% | 0.00% | -100.0% |
| Q4 2018 | $3,833,000 | +1545.1% | 28,533 | +1619.9% | 0.00% | – |
| Q4 2017 | $233,000 | – | 1,659 | – | 0.00% | – |
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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% |