VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 437 filers reported holding VANGUARD INDEX FDS in Q4 2015. The put-call ratio across all filers is 1.92 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $33,522,000 | -50.8% | 238,281 | -53.6% | 3.47% | -10.8% |
| Q3 2017 | $68,181,000 | +5.4% | 512,989 | +0.8% | 3.89% | -2.7% |
| Q2 2017 | $64,690,000 | +6.0% | 509,039 | +1.5% | 4.00% | -4.7% |
| Q1 2017 | $61,023,000 | +4.0% | 501,716 | -4.7% | 4.20% | -4.4% |
| Q4 2016 | $58,699,000 | -3.6% | 526,529 | -2.9% | 4.39% | -5.7% |
| Q3 2016 | $60,872,000 | +20.5% | 542,135 | +15.0% | 4.66% | +12.9% |
| Q2 2016 | $50,535,000 | +8.5% | 471,302 | +7.8% | 4.12% | -5.8% |
| Q1 2016 | $46,556,000 | +50.3% | 437,160 | +50.2% | 4.38% | +12.3% |
| Q4 2015 | $30,975,000 | -9.7% | 291,125 | -14.9% | 3.90% | -1.3% |
| Q3 2015 | $34,314,000 | -8.3% | 342,001 | -2.2% | 3.95% | -10.5% |
| Q2 2015 | $37,433,000 | +14.6% | 349,801 | +12.0% | 4.41% | +11.8% |
| Q1 2015 | $32,669,000 | +9.2% | 312,276 | +9.0% | 3.94% | +0.1% |
| Q4 2014 | $29,903,000 | +18.2% | 286,593 | +12.8% | 3.94% | +16.2% |
| Q3 2014 | $25,300,000 | +5.5% | 253,979 | +4.7% | 3.39% | -1.4% |
| Q2 2014 | $23,988,000 | +65.2% | 242,589 | +50.8% | 3.44% | +27.9% |
| Q1 2014 | $14,522,000 | +4.0% | 160,894 | +7.2% | 2.69% | +7.8% |
| Q4 2013 | $13,957,000 | +25.8% | 150,061 | +14.3% | 2.49% | -5.1% |
| Q3 2013 | $11,093,000 | -20.3% | 131,232 | -26.4% | 2.63% | -12.4% |
| Q2 2013 | $13,926,000 | – | 178,219 | – | 3.00% | – |
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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% |