VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 315 filers reported holding VANGUARD INDEX FDS in Q3 2014. The put-call ratio across all filers is 0.91 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,598,168 | -4.7% | 13,214 | -1.0% | 0.55% | +1.8% |
Q2 2023 | $3,777,025 | +10.2% | 13,348 | -2.9% | 0.54% | +3.6% |
Q1 2023 | $3,428,058 | -77.5% | 13,743 | -80.8% | 0.52% | -80.0% |
Q4 2022 | $15,245,850 | -5.2% | 71,540 | -4.8% | 2.62% | -10.1% |
Q3 2022 | $16,085,000 | -4.8% | 75,179 | -0.8% | 2.92% | -1.0% |
Q2 2022 | $16,900,000 | +30.8% | 75,820 | +88.3% | 2.94% | +80.2% |
Q1 2022 | $12,920,000 | 0.0% | 40,263 | 0.0% | 1.63% | +0.2% |
Q4 2021 | $12,920,000 | +10.6% | 40,263 | +0.0% | 1.63% | +3.0% |
Q3 2021 | $11,677,000 | +0.3% | 40,243 | -0.9% | 1.58% | -0.3% |
Q2 2021 | $11,641,000 | +17.9% | 40,588 | +5.7% | 1.59% | +4.1% |
Q1 2021 | $9,872,000 | +6.1% | 38,407 | +4.6% | 1.52% | +6.2% |
Q4 2020 | $9,304,000 | +13.6% | 36,727 | +2.1% | 1.44% | -5.0% |
Q3 2020 | $8,190,000 | +19.6% | 35,982 | +6.2% | 1.51% | +5.1% |
Q2 2020 | $6,845,000 | +33.0% | 33,873 | +3.2% | 1.44% | -18.9% |
Q1 2020 | $5,145,000 | +3.2% | 32,836 | +20.0% | 1.77% | +25.4% |
Q4 2019 | $4,984,000 | +52.7% | 27,358 | +39.4% | 1.41% | +40.1% |
Q3 2019 | $3,263,000 | +11.6% | 19,625 | +9.6% | 1.01% | +8.0% |
Q2 2019 | $2,925,000 | +25.6% | 17,904 | +20.3% | 0.93% | +11.3% |
Q1 2019 | $2,328,000 | +12.6% | 14,881 | -3.4% | 0.84% | -3.0% |
Q4 2018 | $2,068,000 | -18.1% | 15,401 | -1.8% | 0.86% | -4.8% |
Q3 2018 | $2,525,000 | +7.1% | 15,681 | -0.3% | 0.91% | -1.4% |
Q2 2018 | $2,357,000 | +4.2% | 15,731 | -1.4% | 0.92% | -2.7% |
Q1 2018 | $2,262,000 | -9.9% | 15,947 | -10.7% | 0.95% | +26.6% |
Q4 2017 | $2,510,000 | +9.8% | 17,848 | +3.7% | 0.75% | +2.2% |
Q3 2017 | $2,285,000 | +2.6% | 17,215 | -1.9% | 0.73% | -0.3% |
Q2 2017 | $2,228,000 | +14.5% | 17,540 | +9.7% | 0.73% | +10.4% |
Q1 2017 | $1,946,000 | +20.3% | 15,993 | +10.2% | 0.66% | +9.9% |
Q4 2016 | $1,617,000 | -15.5% | 14,510 | -14.8% | 0.60% | -16.9% |
Q3 2016 | $1,913,000 | +3.9% | 17,035 | -0.8% | 0.73% | +2.2% |
Q2 2016 | $1,841,000 | +30.2% | 17,175 | +29.3% | 0.71% | +14.5% |
Q1 2016 | $1,414,000 | +0.1% | 13,281 | +0.0% | 0.62% | +7.6% |
Q4 2015 | $1,412,000 | +8.8% | 13,276 | +2.5% | 0.58% | -2.5% |
Q3 2015 | $1,298,000 | -4.5% | 12,946 | +2.0% | 0.59% | +2.6% |
Q2 2015 | $1,359,000 | -0.2% | 12,696 | +1.2% | 0.58% | -1.2% |
Q1 2015 | $1,362,000 | +5.8% | 12,551 | +1.8% | 0.58% | +4.5% |
Q4 2014 | $1,287,000 | +15.4% | 12,331 | +10.2% | 0.56% | +8.9% |
Q3 2014 | $1,115,000 | – | 11,190 | – | 0.51% | – |
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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% |