VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 599 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 0.80 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $62,674 | -3.6% | 230 | 0.0% | 0.00% | +50.0% |
Q2 2023 | $65,036 | +13.6% | 230 | +0.4% | 0.00% | 0.0% |
Q1 2023 | $57,246 | +17.3% | 229 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $48,821 | +1.7% | 229 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $48,000 | -4.0% | 229 | +0.4% | 0.00% | 0.0% |
Q2 2022 | $50,000 | -23.1% | 228 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $65,000 | -62.0% | 228 | -57.3% | 0.00% | -66.7% |
Q4 2021 | $171,000 | +163.1% | 534 | +135.2% | 0.01% | +200.0% |
Q3 2021 | $65,000 | 0.0% | 227 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $65,000 | +12.1% | 227 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $58,000 | +1.8% | 227 | +0.4% | 0.00% | -33.3% |
Q4 2020 | $57,000 | +11.8% | 226 | 0.0% | 0.00% | +50.0% |
Q3 2020 | $51,000 | +13.3% | 226 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $45,000 | +28.6% | 226 | +0.4% | 0.00% | 0.0% |
Q1 2020 | $35,000 | -12.5% | 225 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $40,000 | +8.1% | 225 | +0.4% | 0.00% | 0.0% |
Q3 2019 | $37,000 | +2.8% | 224 | +0.4% | 0.00% | 0.0% |
Q2 2019 | $36,000 | +260.0% | 223 | +243.1% | 0.00% | – |
Q1 2019 | $10,000 | -44.4% | 65 | -53.6% | 0.00% | -100.0% |
Q4 2018 | $18,000 | -30.8% | 140 | -13.6% | 0.00% | 0.0% |
Q3 2018 | $26,000 | +30.0% | 162 | +16.5% | 0.00% | 0.0% |
Q2 2018 | $20,000 | +5.3% | 139 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $19,000 | +111.1% | 139 | 0.0% | 0.00% | – |
Q4 2017 | $9,000 | -50.0% | 139 | 0.0% | 0.00% | -100.0% |
Q3 2017 | $18,000 | +125.0% | 139 | +120.6% | 0.00% | – |
Q2 2017 | $8,000 | +14.3% | 63 | -1.6% | 0.00% | – |
Q1 2017 | $7,000 | 0.0% | 64 | +1.6% | 0.00% | – |
Q4 2016 | $7,000 | -72.0% | 63 | -73.4% | 0.00% | -100.0% |
Q1 2016 | $25,000 | 0.0% | 237 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $25,000 | +8.7% | 237 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $23,000 | -8.0% | 237 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $25,000 | +4.2% | 237 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $24,000 | 0.0% | 237 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $24,000 | – | 237 | – | 0.00% | – |
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% |