VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 315 filers reported holding VANGUARD INDEX FDS in Q3 2014. The put-call ratio across all filers is 0.91 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $15,872,000 | -3.0% | 74,184 | +1.1% | 1.52% | +3.7% |
Q2 2022 | $16,357,000 | -22.8% | 73,387 | -0.4% | 1.47% | -8.9% |
Q1 2022 | $21,181,000 | -14.5% | 73,647 | -4.5% | 1.61% | -10.3% |
Q4 2021 | $24,759,000 | +10.3% | 77,156 | -0.2% | 1.80% | +3.8% |
Q3 2021 | $22,444,000 | -5.3% | 77,347 | -6.4% | 1.73% | -4.2% |
Q2 2021 | $23,697,000 | +11.3% | 82,622 | -0.3% | 1.81% | +0.2% |
Q1 2021 | $21,292,000 | -29.6% | 82,835 | -30.6% | 1.80% | -32.8% |
Q4 2020 | $30,249,000 | +14.3% | 119,399 | +2.6% | 2.69% | +6.2% |
Q3 2020 | $26,476,000 | +5.6% | 116,322 | -6.2% | 2.53% | -3.4% |
Q2 2020 | $25,073,000 | +82.4% | 124,068 | +41.4% | 2.62% | +51.0% |
Q1 2020 | $13,744,000 | -23.8% | 87,717 | -11.4% | 1.73% | -2.3% |
Q4 2019 | $18,031,000 | +11.1% | 98,976 | +1.4% | 1.77% | +9.6% |
Q3 2019 | $16,231,000 | -2.7% | 97,613 | -4.4% | 1.62% | -6.1% |
Q2 2019 | $16,683,000 | +2.0% | 102,103 | -2.3% | 1.72% | -1.5% |
Q1 2019 | $16,349,000 | -4.2% | 104,518 | -17.7% | 1.75% | -37.0% |
Q4 2018 | $17,065,000 | -20.0% | 127,037 | -4.1% | 2.78% | +31.0% |
Q3 2018 | $21,322,000 | +12.9% | 132,401 | +5.0% | 2.12% | +6.3% |
Q2 2018 | $18,890,000 | +5.1% | 126,095 | -0.5% | 2.00% | -0.3% |
Q1 2018 | $17,979,000 | +6.0% | 126,721 | +5.1% | 2.00% | +0.9% |
Q4 2017 | $16,954,000 | +6.9% | 120,541 | +0.9% | 1.99% | +0.4% |
Q3 2017 | $15,861,000 | +3.7% | 119,477 | -0.8% | 1.98% | -0.2% |
Q2 2017 | $15,297,000 | +7.0% | 120,414 | +2.4% | 1.98% | +1.4% |
Q1 2017 | $14,302,000 | +10.7% | 117,559 | +1.4% | 1.96% | +0.2% |
Q4 2016 | $12,918,000 | +8.3% | 115,880 | +9.1% | 1.95% | +3.6% |
Q3 2016 | $11,923,000 | +10.7% | 106,182 | +5.6% | 1.88% | +6.6% |
Q2 2016 | $10,775,000 | +13.1% | 100,512 | +10.4% | 1.77% | +14.2% |
Q1 2016 | $9,523,000 | -41.7% | 91,036 | -40.7% | 1.55% | -42.5% |
Q4 2015 | $16,324,000 | +70.1% | 153,433 | +71.1% | 2.69% | +93.9% |
Q3 2015 | $9,598,000 | 0.0% | 89,660 | 0.0% | 1.39% | 0.0% |
Q2 2015 | $9,598,000 | -6.7% | 89,660 | -8.8% | 1.39% | +288.0% |
Q1 2015 | $10,284,000 | -18.2% | 98,306 | -18.4% | 0.36% | -40.8% |
Q4 2014 | $12,579,000 | +26.0% | 120,503 | +20.3% | 0.60% | -7.2% |
Q3 2014 | $9,981,000 | -1.5% | 100,136 | -2.3% | 0.65% | -9.3% |
Q2 2014 | $10,136,000 | +14.4% | 102,490 | +8.2% | 0.72% | -1.1% |
Q1 2014 | $8,857,000 | +65.1% | 94,743 | +64.4% | 0.73% | +64.9% |
Q4 2013 | $5,364,000 | +61.0% | 57,643 | +46.4% | 0.44% | +49.0% |
Q3 2013 | $3,331,000 | +1.1% | 39,367 | -6.6% | 0.30% | -3.0% |
Q2 2013 | $3,295,000 | – | 42,166 | – | 0.30% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
Jentner Corp | 169,347 | $27,272,000 | 22.63% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |