VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 362 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.67 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2017 | $346,000 | -18.0% | 2,840 | -25.0% | 0.08% | -25.4% |
Q4 2016 | $422,000 | -1.9% | 3,788 | -1.0% | 0.11% | +2.7% |
Q3 2016 | $430,000 | +0.5% | 3,825 | -4.3% | 0.11% | -1.8% |
Q2 2016 | $428,000 | -10.5% | 3,995 | -10.9% | 0.11% | -15.0% |
Q1 2016 | $478,000 | -77.4% | 4,486 | -77.4% | 0.13% | -75.4% |
Q4 2015 | $2,113,000 | +3.1% | 19,862 | -2.8% | 0.54% | -4.6% |
Q3 2015 | $2,050,000 | -7.3% | 20,441 | -1.0% | 0.57% | +5.4% |
Q2 2015 | $2,211,000 | -0.5% | 20,654 | -2.7% | 0.54% | -0.6% |
Q1 2015 | $2,221,000 | -1.0% | 21,236 | -1.2% | 0.54% | -2.4% |
Q4 2014 | $2,243,000 | +2.0% | 21,490 | -2.6% | 0.55% | -1.8% |
Q3 2014 | $2,199,000 | -3.4% | 22,062 | -4.2% | 0.56% | -1.6% |
Q2 2014 | $2,277,000 | +0.1% | 23,020 | -5.4% | 0.57% | -4.3% |
Q1 2014 | $2,275,000 | -3.9% | 24,336 | -4.4% | 0.60% | -3.4% |
Q4 2013 | $2,368,000 | +8.8% | 25,449 | -1.1% | 0.62% | -5.1% |
Q3 2013 | $2,177,000 | – | 25,735 | – | 0.65% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Merit Financial Group, LLC | 1,115,282 | $323,621,000 | 33.87% |
Jentner Corp | 152,879 | $44,361,000 | 30.28% |
Peninsula Wealth, LLC | 254,681 | $73,901,000 | 23.46% |
Mosaic Family Wealth, LLC | 265,135 | $76,934,000 | 21.31% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 153,754 | $44,614,000 | 20.36% |
TL Private Wealth | 116,678 | $36,099,000 | 19.73% |
Benchmark Wealth Management, LLC | 92,271 | $26,774,000 | 18.82% |
Corrigan Financial, Inc. | 209,121 | $60,680,576 | 18.55% |
Avory & Company, LLC | 101,636 | $29,492,000 | 18.22% |
Dougherty Wealth Advisers LLC | 40,132 | $11,645,000 | 17.33% |