VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 563 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.57 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $50,367 | +25.9% | 178 | -4.8% | 0.04% | +21.6% |
| Q3 2022 | $40,000 | -4.8% | 187 | 0.0% | 0.04% | +5.7% |
| Q2 2022 | $42,000 | -67.9% | 187 | -63.8% | 0.04% | -56.2% |
| Q4 2020 | $131,000 | +59.8% | 517 | -1.1% | 0.08% | +42.9% |
| Q1 2020 | $82,000 | -13.7% | 523 | 0.0% | 0.06% | +21.7% |
| Q4 2019 | $95,000 | +9.2% | 523 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $87,000 | +2.4% | 523 | 0.0% | 0.05% | +2.2% |
| Q2 2019 | $85,000 | -92.7% | 523 | -92.8% | 0.04% | -92.8% |
| Q3 2018 | $1,167,000 | +7.6% | 7,244 | 0.0% | 0.62% | +1.1% |
| Q2 2018 | $1,085,000 | +5.5% | 7,244 | 0.0% | 0.62% | +1.3% |
| Q1 2018 | $1,028,000 | +0.9% | 7,244 | 0.0% | 0.61% | -0.8% |
| Q4 2017 | $1,019,000 | +5.9% | 7,244 | 0.0% | 0.61% | -3.2% |
| Q3 2017 | $962,000 | +3.1% | 7,244 | -1.4% | 0.63% | +1.3% |
| Q2 2017 | $933,000 | +4.5% | 7,344 | 0.0% | 0.62% | +2.8% |
| Q1 2017 | $893,000 | +9.0% | 7,344 | 0.0% | 0.61% | +3.9% |
| Q4 2016 | $819,000 | -0.7% | 7,344 | 0.0% | 0.58% | -5.5% |
| Q3 2016 | $825,000 | +4.8% | 7,344 | 0.0% | 0.62% | +1.6% |
| Q2 2016 | $787,000 | -20.9% | 7,344 | -21.4% | 0.61% | -17.6% |
| Q1 2016 | $995,000 | +0.1% | 9,344 | 0.0% | 0.74% | -0.8% |
| Q4 2015 | $994,000 | +6.0% | 9,344 | -0.1% | 0.74% | +2.6% |
| Q3 2015 | $938,000 | -6.4% | 9,354 | -0.1% | 0.72% | +16.4% |
| Q2 2015 | $1,002,000 | +2.2% | 9,364 | 0.0% | 0.62% | +6.5% |
| Q1 2015 | $980,000 | +0.2% | 9,364 | 0.0% | 0.58% | +4.3% |
| Q4 2014 | $978,000 | -36.1% | 9,364 | -39.1% | 0.56% | -37.6% |
| Q3 2014 | $1,531,000 | +0.8% | 15,364 | 0.0% | 0.90% | +2.4% |
| Q2 2014 | $1,519,000 | +6.1% | 15,364 | +0.3% | 0.88% | +0.7% |
| Q1 2014 | $1,432,000 | +0.5% | 15,314 | 0.0% | 0.87% | +0.6% |
| Q4 2013 | $1,425,000 | +10.0% | 15,314 | 0.0% | 0.87% | -6.3% |
| Q3 2013 | $1,296,000 | +8.3% | 15,314 | 0.0% | 0.92% | +4.8% |
| Q2 2013 | $1,197,000 | – | 15,314 | – | 0.88% | – |
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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% |