JMG Financial Group, Ltd. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 522 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.

Quarter-by-quarter ownership
JMG Financial Group, Ltd. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,085,060
+98682.9%
33,363
+2.6%
0.44%
+1.6%
Q2 2023$9,197
+18.8%
32,503
+4.7%
0.43%
+9.7%
Q1 2023$7,740
+14.7%
31,031
-2.0%
0.39%
+6.2%
Q4 2022$6,750
-99.9%
31,675
-9.7%
0.37%
-24.2%
Q3 2022$7,503,000
-3.8%
35,069
+0.2%
0.49%
+0.8%
Q2 2022$7,800,000
-69.3%
34,993
-60.4%
0.48%
-62.1%
Q1 2022$25,433,000
+123.3%
88,433
+149.2%
1.28%
+119.0%
Q4 2021$11,388,000
+6.4%
35,489
-3.8%
0.58%
-2.3%
Q3 2021$10,705,000
+3.7%
36,893
+2.5%
0.60%
+2.8%
Q2 2021$10,320,000
+14.3%
35,983
+2.5%
0.58%
+4.1%
Q1 2021$9,026,000
-8.7%
35,115
-10.0%
0.56%
-17.9%
Q4 2020$9,884,000
+14.6%
39,014
+2.9%
0.68%
-2.7%
Q3 2020$8,627,000
+18.3%
37,902
+5.1%
0.70%
+9.2%
Q2 2020$7,291,000
+51.5%
36,077
+17.4%
0.64%
+24.8%
Q1 2020$4,814,000
-11.2%
30,720
+3.2%
0.51%
-2.8%
Q4 2019$5,423,000
+9.6%
29,7670.0%0.53%
+1.9%
Q3 2019$4,950,000
-0.7%
29,767
-2.5%
0.52%
-3.0%
Q2 2019$4,986,000
+14.0%
30,516
+9.1%
0.53%
+4.9%
Q1 2019$4,375,000
-4.0%
27,969
-17.6%
0.51%
-2.7%
Q4 2018$4,558,000
-9.2%
33,928
+8.9%
0.52%
-0.6%
Q3 2018$5,018,000
+7.5%
31,1600.0%0.53%
+2.3%
Q2 2018$4,668,000
+7.3%
31,160
+1.6%
0.51%
+0.2%
Q1 2018$4,351,000
+5.1%
30,665
+4.2%
0.51%
+4.3%
Q4 2017$4,139,000
+3.2%
29,428
-2.6%
0.49%
-4.5%
Q3 2017$4,010,000
-5.7%
30,210
-9.7%
0.52%
-2.6%
Q2 2017$4,251,000
+2.6%
33,463
-1.8%
0.53%
-3.3%
Q1 2017$4,145,000
+22.1%
34,068
+11.9%
0.55%
+5.6%
Q4 2016$3,394,000
-4.7%
30,449
-4.0%
0.52%
-10.8%
Q3 2016$3,563,000
+10.0%
31,730
+5.0%
0.58%
+3.8%
Q2 2016$3,240,000
+2.0%
30,220
+1.2%
0.56%
-6.0%
Q1 2016$3,177,000
-6.0%
29,847
-6.1%
0.60%
-16.5%
Q4 2015$3,381,000
+23.9%
31,779
+16.8%
0.71%
+6.6%
Q3 2015$2,729,000
+11.9%
27,210
+19.5%
0.67%
+19.0%
Q2 2015$2,438,000
-1.1%
22,778
-3.4%
0.56%
-2.3%
Q1 2015$2,466,000
-0.8%
23,569
-1.0%
0.58%
-11.2%
Q4 2014$2,486,000
+5.0%
23,815
+0.3%
0.65%
-1.4%
Q3 2014$2,367,000
+0.8%
23,7520.0%0.66%
-0.6%
Q2 2014$2,349,000
+20.4%
23,752
+13.8%
0.66%
+11.3%
Q1 2014$1,951,000
+2.3%
20,867
+1.8%
0.60%
+5.1%
Q4 2013$1,907,000
+21.3%
20,492
+10.3%
0.57%
+10.8%
Q3 2013$1,572,000
+10.1%
18,577
+1.7%
0.51%
+5.8%
Q2 2013$1,428,00018,2720.48%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders