VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 708 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $151,949 | +15.2% | 558 | +19.7% | 0.02% | +23.5% |
Q2 2023 | $131,859 | +13.4% | 466 | 0.0% | 0.02% | +13.3% |
Q1 2023 | $116,239 | +90007.8% | 466 | -22.7% | 0.02% | -11.8% |
Q4 2022 | $129 | -99.9% | 603 | -22.5% | 0.02% | -29.2% |
Q3 2022 | $166,000 | -4.0% | 778 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $173,000 | 0.0% | 778 | +29.0% | 0.02% | +20.0% |
Q1 2022 | $173,000 | -10.8% | 603 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $194,000 | +10.9% | 603 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $175,000 | -6.4% | 603 | -7.7% | 0.02% | 0.0% |
Q2 2021 | $187,000 | +11.3% | 653 | 0.0% | 0.02% | +5.3% |
Q1 2021 | $168,000 | +51.4% | 653 | +49.4% | 0.02% | +46.2% |
Q4 2020 | $111,000 | +4.7% | 437 | -45.2% | 0.01% | -13.3% |
Q3 2017 | $106,000 | +5.0% | 797 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $101,000 | +4.1% | 797 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $97,000 | – | 797 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
Jentner Corp | 169,347 | $27,272,000 | 22.63% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |