CABOT WEALTH MANAGEMENT INC - VANGUARD INDEX FDS ownership

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
CABOT WEALTH MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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$2,177,00025,7350.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2014
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders