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 2021 | $376,000 | +10.6% | 1,295 | +9.3% | 0.08% | +13.9% |
Q2 2021 | $340,000 | +11.5% | 1,185 | 0.0% | 0.07% | +5.9% |
Q1 2021 | $305,000 | +1.7% | 1,185 | 0.0% | 0.07% | -17.1% |
Q4 2020 | $300,000 | +11.1% | 1,185 | 0.0% | 0.08% | -3.5% |
Q3 2020 | $270,000 | +11.6% | 1,185 | -1.2% | 0.08% | +4.9% |
Q2 2020 | $242,000 | +11.5% | 1,199 | -13.4% | 0.08% | +2.5% |
Q1 2020 | $217,000 | -15.2% | 1,385 | -1.4% | 0.08% | +21.5% |
Q4 2019 | $256,000 | +9.4% | 1,405 | 0.0% | 0.06% | +1.6% |
Q3 2019 | $234,000 | +1.7% | 1,405 | 0.0% | 0.06% | 0.0% |
Q2 2019 | $230,000 | +2.7% | 1,405 | -2.0% | 0.06% | +3.2% |
Q1 2019 | $224,000 | -11.8% | 1,433 | -9.1% | 0.06% | -4.6% |
Q3 2018 | $254,000 | +15.5% | 1,576 | +7.1% | 0.06% | +10.2% |
Q2 2018 | $220,000 | +2.8% | 1,471 | -2.6% | 0.06% | +1.7% |
Q1 2018 | $214,000 | -8.2% | 1,511 | -8.8% | 0.06% | -7.9% |
Q4 2017 | $233,000 | +5.0% | 1,656 | -0.9% | 0.06% | 0.0% |
Q3 2017 | $222,000 | +4.7% | 1,671 | 0.0% | 0.06% | 0.0% |
Q2 2017 | $212,000 | -21.5% | 1,671 | -24.7% | 0.06% | -25.0% |
Q1 2017 | $270,000 | -34.0% | 2,218 | -39.6% | 0.08% | -38.7% |
Q4 2016 | $409,000 | -0.2% | 3,671 | +0.6% | 0.14% | -9.3% |
Q3 2016 | $410,000 | +4.9% | 3,650 | 0.0% | 0.15% | -0.7% |
Q2 2016 | $391,000 | -1.3% | 3,650 | -1.9% | 0.15% | -0.7% |
Q1 2016 | $396,000 | -45.7% | 3,722 | -45.7% | 0.15% | -44.8% |
Q4 2015 | $729,000 | +5.8% | 6,851 | -0.2% | 0.28% | 0.0% |
Q3 2015 | $689,000 | -6.3% | 6,867 | 0.0% | 0.28% | +8.6% |
Q2 2015 | $735,000 | +7.3% | 6,867 | +4.9% | 0.26% | +9.9% |
Q1 2015 | $685,000 | +62.7% | 6,547 | +62.3% | 0.23% | +78.5% |
Q4 2014 | $421,000 | +7.9% | 4,035 | +3.0% | 0.13% | +0.8% |
Q3 2014 | $390,000 | +0.8% | 3,917 | 0.0% | 0.13% | +3.2% |
Q2 2014 | $387,000 | +2.9% | 3,917 | -2.6% | 0.12% | -2.3% |
Q1 2014 | $376,000 | -38.2% | 4,022 | -38.4% | 0.13% | -39.3% |
Q4 2013 | $608,000 | +25.9% | 6,534 | +14.5% | 0.21% | +12.8% |
Q3 2013 | $483,000 | +8.5% | 5,709 | +0.4% | 0.19% | +1.1% |
Q2 2013 | $445,000 | – | 5,689 | – | 0.18% | – |
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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% |