VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $228,000 | +2.2% | 710 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $223,000 | +5.7% | 710 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $211,000 | -5.4% | 710 | -18.3% | 0.01% | -11.1% |
Q1 2021 | $223,000 | -9.3% | 869 | -10.6% | 0.01% | -18.2% |
Q4 2020 | $246,000 | +11.3% | 972 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $221,000 | +2.8% | 972 | -32.2% | 0.01% | -8.3% |
Q2 2018 | $215,000 | -6.9% | 1,433 | -11.9% | 0.01% | -7.7% |
Q1 2018 | $231,000 | -22.7% | 1,626 | -23.5% | 0.01% | -18.8% |
Q4 2017 | $299,000 | +1.0% | 2,126 | -4.5% | 0.02% | -11.1% |
Q3 2017 | $296,000 | +4.6% | 2,226 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $283,000 | +4.4% | 2,226 | 0.0% | 0.02% | +5.9% |
Q1 2017 | $271,000 | +33.5% | 2,226 | +23.0% | 0.02% | +21.4% |
Q3 2016 | $203,000 | 0.0% | 1,810 | -5.2% | 0.01% | 0.0% |
Q1 2016 | $203,000 | 0.0% | 1,910 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $203,000 | – | 1,910 | – | 0.01% | – |
Download |
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% |