VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 733 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $320,509 | +23.1% | 1,177 | +27.9% | 0.04% | +28.6% |
Q2 2023 | $260,323 | +12.2% | 920 | -1.1% | 0.03% | +3.7% |
Q1 2023 | $231,979 | -7.2% | 930 | +6.9% | 0.03% | +8.0% |
Q1 2022 | $250,000 | -13.5% | 870 | -3.3% | 0.02% | -10.7% |
Q4 2021 | $289,000 | +10.7% | 900 | 0.0% | 0.03% | +3.7% |
Q3 2021 | $261,000 | +1.2% | 900 | 0.0% | 0.03% | +3.8% |
Q2 2021 | $258,000 | +11.7% | 900 | 0.0% | 0.03% | +4.0% |
Q1 2021 | $231,000 | +1.3% | 900 | 0.0% | 0.02% | -3.8% |
Q4 2020 | $228,000 | +11.2% | 900 | 0.0% | 0.03% | 0.0% |
Q3 2020 | $205,000 | +69.4% | 900 | 0.0% | 0.03% | +62.5% |
Q4 2018 | $121,000 | -16.6% | 900 | 0.0% | 0.02% | -5.9% |
Q3 2018 | $145,000 | +7.4% | 900 | 0.0% | 0.02% | +6.2% |
Q2 2018 | $135,000 | +5.5% | 900 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $128,000 | -58.6% | 900 | -59.1% | 0.02% | -56.8% |
Q4 2017 | $309,000 | +5.8% | 2,200 | 0.0% | 0.04% | -5.1% |
Q3 2017 | $292,000 | +4.7% | 2,200 | 0.0% | 0.04% | -2.5% |
Q2 2017 | $279,000 | +4.1% | 2,200 | 0.0% | 0.04% | 0.0% |
Q1 2017 | $268,000 | -20.7% | 2,200 | -27.4% | 0.04% | -33.3% |
Q4 2016 | $338,000 | -0.6% | 3,030 | 0.0% | 0.06% | -1.6% |
Q3 2016 | $340,000 | +4.6% | 3,030 | 0.0% | 0.06% | +3.4% |
Q2 2016 | $325,000 | +0.6% | 3,030 | 0.0% | 0.06% | +3.5% |
Q1 2016 | $323,000 | -24.9% | 3,030 | -25.1% | 0.06% | -26.0% |
Q4 2015 | $430,000 | +168.8% | 4,045 | +152.8% | 0.08% | +148.4% |
Q3 2015 | $160,000 | -6.4% | 1,600 | 0.0% | 0.03% | +3.3% |
Q2 2015 | $171,000 | – | 1,600 | – | 0.03% | – |
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% |