VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 378 filers reported holding VANGUARD INDEX FDS in Q2 2015. The put-call ratio across all filers is 1.65 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $130,709 | -3.8% | 480 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $135,821 | +13.4% | 480 | 0.0% | 0.01% | +10.0% |
Q1 2023 | $119,731 | +17.0% | 480 | 0.0% | 0.01% | +11.1% |
Q4 2022 | $102,293 | -0.7% | 480 | 0.0% | 0.01% | -10.0% |
Q3 2022 | $103,000 | -3.7% | 480 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $107,000 | -17.1% | 480 | +6.7% | 0.01% | 0.0% |
Q1 2022 | $129,000 | -10.4% | 450 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $144,000 | +9.9% | 450 | 0.0% | 0.01% | -9.1% |
Q3 2021 | $131,000 | +1.6% | 450 | 0.0% | 0.01% | +10.0% |
Q2 2021 | $129,000 | +11.2% | 450 | 0.0% | 0.01% | -9.1% |
Q1 2021 | $116,000 | +1.8% | 450 | 0.0% | 0.01% | -8.3% |
Q4 2020 | $114,000 | +11.8% | 450 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $102,000 | +12.1% | 450 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $91,000 | +28.2% | 450 | 0.0% | 0.01% | +9.1% |
Q1 2020 | $71,000 | -7.8% | 450 | +7.1% | 0.01% | +37.5% |
Q4 2019 | $77,000 | +10.0% | 420 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $70,000 | +45.8% | 420 | +35.5% | 0.01% | +33.3% |
Q1 2019 | $48,000 | +14.3% | 310 | 0.0% | 0.01% | +20.0% |
Q4 2018 | $42,000 | -6.7% | 310 | +10.7% | 0.01% | 0.0% |
Q3 2018 | $45,000 | +7.1% | 280 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $42,000 | +44.8% | 280 | +35.9% | 0.01% | +66.7% |
Q1 2018 | $29,000 | 0.0% | 206 | 0.0% | 0.00% | -25.0% |
Q4 2017 | $29,000 | +7.4% | 206 | 0.0% | 0.00% | +33.3% |
Q3 2017 | $27,000 | +3.8% | 206 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $26,000 | +4.0% | 206 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $25,000 | +8.7% | 206 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $23,000 | 0.0% | 206 | 0.0% | 0.00% | -25.0% |
Q3 2016 | $23,000 | +4.5% | 206 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $22,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $22,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $22,000 | +4.8% | 206 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $21,000 | -4.5% | 206 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $22,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $22,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $22,000 | +4.8% | 206 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $21,000 | +5.0% | 206 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $20,000 | +5.3% | 206 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $19,000 | – | 206 | – | 0.00% | – |
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% |