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 | $656,939 | +59.5% | 2,412 | +65.7% | 0.08% | +60.4% |
| Q2 2023 | $411,896 | +13.6% | 1,456 | +0.1% | 0.05% | +6.0% |
| Q1 2023 | $362,675 | +17.2% | 1,454 | +0.1% | 0.05% | +2.0% |
| Q4 2022 | $309,418 | -15.7% | 1,452 | -15.3% | 0.05% | -26.9% |
| Q3 2022 | $367,000 | +82.6% | 1,715 | +90.6% | 0.07% | +86.1% |
| Q2 2022 | $201,000 | -29.0% | 900 | -8.4% | 0.04% | -28.0% |
| Q1 2022 | $283,000 | -7.5% | 983 | +3.3% | 0.05% | -15.3% |
| Q4 2021 | $306,000 | +6.6% | 952 | -3.7% | 0.06% | -10.6% |
| Q3 2021 | $287,000 | +3.2% | 989 | +2.0% | 0.07% | -2.9% |
| Q2 2021 | $278,000 | +5.3% | 970 | -5.6% | 0.07% | -11.7% |
| Q1 2021 | $264,000 | – | 1,027 | – | 0.08% | – |
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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% |