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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,688,490 | +23.2% | 8,648 | +7.9% | 0.14% | +13.8% |
| Q3 2023 | $2,182,565 | -5.4% | 8,015 | -1.7% | 0.12% | +0.8% |
| Q2 2023 | $2,307,256 | +1058.5% | 8,154 | -28.6% | 0.12% | +82.1% |
| Q4 2022 | $199,151 | -68.8% | 11,421 | +298.8% | 0.07% | +59.5% |
| Q3 2022 | $638,000 | 0.0% | 2,864 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $638,000 | -10.1% | 2,864 | +16.0% | 0.04% | +5.0% |
| Q1 2022 | $710,000 | -14.5% | 2,469 | -4.6% | 0.04% | -13.0% |
| Q4 2021 | $830,000 | +8.6% | 2,587 | -1.7% | 0.05% | -2.1% |
| Q3 2021 | $764,000 | +5.5% | 2,633 | +4.2% | 0.05% | +4.4% |
| Q2 2021 | $724,000 | +9.7% | 2,526 | -1.6% | 0.04% | 0.0% |
| Q1 2021 | $660,000 | +3.0% | 2,567 | +1.4% | 0.04% | -2.2% |
| Q4 2020 | $641,000 | +10.9% | 2,532 | -0.3% | 0.05% | -2.1% |
| Q3 2020 | $578,000 | +3.4% | 2,540 | -8.2% | 0.05% | -4.1% |
| Q2 2020 | $559,000 | +41.5% | 2,766 | +9.8% | 0.05% | +25.6% |
| Q1 2020 | $395,000 | – | 2,518 | – | 0.04% | – |
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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% |