VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $209,957 | -84.2% | 742 | -90.9% | 0.09% | -85.0% |
Q2 2019 | $1,330,000 | +7.8% | 8,138 | +3.2% | 0.58% | +7.1% |
Q1 2019 | $1,234,000 | +41.5% | 7,886 | +21.5% | 0.55% | -0.9% |
Q4 2018 | $872,000 | +291.0% | 6,490 | +369.3% | 0.55% | +486.2% |
Q3 2018 | $223,000 | +7.7% | 1,383 | 0.0% | 0.09% | -34.7% |
Q2 2018 | $207,000 | -74.3% | 1,383 | -75.8% | 0.14% | -61.2% |
Q4 2017 | $804,000 | -6.4% | 5,719 | -11.6% | 0.37% | -15.9% |
Q3 2017 | $859,000 | +6.4% | 6,471 | +1.8% | 0.44% | +4.5% |
Q2 2017 | $807,000 | -49.1% | 6,355 | -51.3% | 0.42% | -55.7% |
Q1 2017 | $1,586,000 | +104.6% | 13,038 | +87.5% | 0.95% | +92.7% |
Q4 2016 | $775,000 | +0.9% | 6,952 | +1.7% | 0.49% | -1.2% |
Q3 2016 | $768,000 | -2.9% | 6,835 | -7.3% | 0.50% | +12.6% |
Q2 2016 | $791,000 | +0.1% | 7,375 | -0.7% | 0.44% | -3.5% |
Q1 2016 | $790,000 | -14.7% | 7,425 | -14.7% | 0.46% | +6.2% |
Q4 2015 | $926,000 | – | 8,704 | – | 0.43% | – |
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% |