VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 834 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 29,767 | 0.0% | 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% | 31,160 | 0.0% | 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% | 23,752 | 0.0% | 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 | $1,428,000 | – | 18,272 | – | 0.48% | – |
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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% |