VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 460 filers reported holding VANGUARD INDEX FDS in Q2 2016. The put-call ratio across all filers is 1.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $550,066 | +92.5% | 2,020 | +100.0% | 0.03% | 0.0% |
Q2 2023 | $285,789 | +13.4% | 1,010 | 0.0% | 0.03% | +7.1% |
Q1 2023 | $251,934 | +17.0% | 1,010 | 0.0% | 0.03% | +16.7% |
Q4 2022 | $215,241 | -1.7% | 1,010 | -1.5% | 0.02% | -7.7% |
Q3 2022 | $219,000 | -3.9% | 1,025 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $228,000 | +4.6% | 1,025 | +35.2% | 0.03% | +18.2% |
Q1 2022 | $218,000 | -10.3% | 758 | 0.0% | 0.02% | -4.3% |
Q4 2021 | $243,000 | -3.6% | 758 | -60.0% | 0.02% | -41.0% |
Q3 2017 | $252,000 | +4.6% | 1,895 | 0.0% | 0.04% | +2.6% |
Q2 2017 | $241,000 | -2.8% | 1,895 | -7.1% | 0.04% | -7.3% |
Q1 2017 | $248,000 | -4.2% | 2,040 | -12.1% | 0.04% | -10.9% |
Q4 2016 | $259,000 | -38.0% | 2,320 | -37.6% | 0.05% | -39.5% |
Q3 2016 | $418,000 | +3.7% | 3,719 | -1.0% | 0.08% | +2.7% |
Q2 2016 | $403,000 | +1.0% | 3,755 | +0.1% | 0.07% | -2.6% |
Q1 2016 | $399,000 | +27.1% | 3,750 | +27.1% | 0.08% | +24.6% |
Q4 2015 | $314,000 | +3.0% | 2,950 | -3.0% | 0.06% | -1.6% |
Q3 2015 | $305,000 | -6.4% | 3,041 | 0.0% | 0.06% | +1.6% |
Q2 2015 | $326,000 | -2.7% | 3,041 | -5.0% | 0.06% | -1.6% |
Q1 2015 | $335,000 | -0.6% | 3,201 | -0.8% | 0.06% | +1.6% |
Q4 2014 | $337,000 | +12.7% | 3,226 | +7.5% | 0.06% | +7.0% |
Q3 2014 | $299,000 | +13.7% | 3,001 | +12.8% | 0.06% | +14.0% |
Q2 2014 | $263,000 | +4.8% | 2,660 | -0.9% | 0.05% | -2.0% |
Q1 2014 | $251,000 | -15.2% | 2,685 | -15.7% | 0.05% | -23.9% |
Q4 2013 | $296,000 | +10.0% | 3,185 | 0.0% | 0.07% | 0.0% |
Q3 2013 | $269,000 | +4.7% | 3,185 | -3.0% | 0.07% | -2.9% |
Q2 2013 | $257,000 | – | 3,285 | – | 0.07% | – |
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% |