VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 433 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 1.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $135,103,000 | +7.7% | 1,017,721 | +3.0% | 0.81% | +1.4% |
| Q2 2017 | $125,500,000 | +8.7% | 987,875 | +4.1% | 0.80% | +3.1% |
| Q1 2017 | $115,445,000 | +11.4% | 948,912 | +2.1% | 0.77% | +0.9% |
| Q4 2016 | $103,642,000 | +5.0% | 929,690 | +5.8% | 0.77% | -2.2% |
| Q3 2016 | $98,710,000 | +6.2% | 879,061 | +1.4% | 0.78% | 0.0% |
| Q2 2016 | $92,907,000 | +2.8% | 866,673 | +2.0% | 0.78% | -2.9% |
| Q1 2016 | $90,416,000 | -6.6% | 849,373 | -6.6% | 0.81% | -12.1% |
| Q4 2015 | $96,797,000 | +13.9% | 909,835 | +7.4% | 0.92% | +2.5% |
| Q3 2015 | $84,982,000 | -4.7% | 847,362 | +1.7% | 0.90% | +1.0% |
| Q2 2015 | $89,157,000 | +15.8% | 832,856 | +13.1% | 0.89% | +10.9% |
| Q1 2015 | $77,000,000 | +12.9% | 736,072 | +12.6% | 0.80% | +4.4% |
| Q4 2014 | $68,227,000 | +10.6% | 653,581 | +5.6% | 0.76% | +2.0% |
| Q3 2014 | $61,684,000 | +6.8% | 618,885 | +6.0% | 0.75% | +6.7% |
| Q2 2014 | $57,768,000 | +12.8% | 584,103 | +6.6% | 0.70% | -0.6% |
| Q1 2014 | $51,211,000 | +7.7% | 547,829 | +7.2% | 0.71% | +2.3% |
| Q4 2013 | $47,554,000 | +15.3% | 511,057 | +4.8% | 0.69% | +3.1% |
| Q3 2013 | $41,254,000 | +21.6% | 487,584 | +12.3% | 0.67% | +12.0% |
| Q2 2013 | $33,926,000 | – | 434,116 | – | 0.60% | – |
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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% |