VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,164,028 | +3.0% | 7,947 | +7.0% | 0.63% | -8.6% |
| Q2 2023 | $2,101,039 | +13.1% | 7,425 | -0.3% | 0.69% | +21.0% |
| Q1 2023 | $1,857,258 | +8.8% | 7,446 | -7.1% | 0.57% | +14.1% |
| Q4 2022 | $1,707,389 | +34.1% | 8,012 | +34.7% | 0.50% | +30.7% |
| Q3 2022 | $1,273,000 | -4.9% | 5,950 | -0.9% | 0.38% | +1.6% |
| Q2 2022 | $1,338,000 | -34.8% | 6,002 | -15.9% | 0.38% | -27.3% |
| Q1 2022 | $2,051,000 | -51.6% | 7,133 | -45.7% | 0.52% | -59.0% |
| Q4 2021 | $4,241,000 | +15.4% | 13,125 | +3.6% | 1.26% | +1.0% |
| Q3 2021 | $3,675,000 | +7.3% | 12,663 | +6.0% | 1.24% | +8.5% |
| Q2 2021 | $3,426,000 | -9.5% | 11,945 | -18.9% | 1.15% | -25.4% |
| Q1 2021 | $3,786,000 | -0.6% | 14,730 | -2.0% | 1.54% | -4.1% |
| Q4 2020 | $3,809,000 | – | 15,034 | – | 1.60% | – |
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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% |