VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 362 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.67 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $128,000 | -22.9% | 700 | -30.0% | 0.04% | -20.5% |
| Q3 2019 | $166,000 | -21.7% | 1,000 | -23.1% | 0.04% | -21.4% |
| Q2 2019 | $212,000 | -9.8% | 1,300 | -13.3% | 0.06% | -13.8% |
| Q1 2019 | $235,000 | +3.1% | 1,500 | -11.8% | 0.06% | -5.8% |
| Q4 2018 | $228,000 | -29.2% | 1,700 | -15.0% | 0.07% | -16.9% |
| Q3 2018 | $322,000 | -4.5% | 2,000 | -11.0% | 0.08% | -6.7% |
| Q2 2018 | $337,000 | +5.6% | 2,247 | 0.0% | 0.09% | +6.0% |
| Q1 2018 | $319,000 | +0.9% | 2,247 | 0.0% | 0.08% | +5.0% |
| Q4 2017 | $316,000 | +6.0% | 2,247 | 0.0% | 0.08% | +1.3% |
| Q3 2017 | $298,000 | 0.0% | 2,247 | -4.1% | 0.08% | -3.7% |
| Q2 2017 | $298,000 | +4.6% | 2,344 | 0.0% | 0.08% | +1.2% |
| Q1 2017 | $285,000 | -8.1% | 2,344 | -15.7% | 0.08% | -11.0% |
| Q4 2016 | $310,000 | -0.6% | 2,781 | 0.0% | 0.09% | -3.2% |
| Q3 2016 | $312,000 | +2.3% | 2,781 | -2.2% | 0.09% | -2.1% |
| Q2 2016 | $305,000 | +103.3% | 2,843 | +101.8% | 0.10% | +92.0% |
| Q1 2016 | $150,000 | 0.0% | 1,409 | 0.0% | 0.05% | -2.0% |
| Q4 2015 | $150,000 | +6.4% | 1,409 | 0.0% | 0.05% | +2.0% |
| Q3 2015 | $141,000 | -6.6% | 1,409 | 0.0% | 0.05% | -2.0% |
| Q2 2015 | $151,000 | +2.7% | 1,409 | 0.0% | 0.05% | +8.5% |
| Q1 2015 | $147,000 | +4.3% | 1,409 | +4.6% | 0.05% | 0.0% |
| Q4 2014 | $141,000 | +5.2% | 1,347 | 0.0% | 0.05% | +2.2% |
| Q3 2014 | $134,000 | +0.8% | 1,347 | 0.0% | 0.05% | +2.2% |
| Q2 2014 | $133,000 | – | 1,347 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 150,486 | $43,280,000 | 31.36% |
| Bromfield Sneider Wealth Advisors | 98,974 | $28,465,000 | 29.88% |
| Axiom Advisory, LLC | 92,526 | $26,611,000 | 22.13% |
| Strategies Wealth Advisors, LLC | 261,887 | $75,318,746 | 20.14% |
| Peninsula Wealth, LLC | 238,486 | $68,589,000 | 19.54% |
| Benchmark Wealth Management, LLC | 98,896 | $28,442,000 | 19.13% |
| Dougherty Wealth Advisers LLC | 42,952 | $12,353,000 | 18.64% |
| Corrigan Financial, Inc. | 204,558 | $58,830,771 | 18.60% |
| Avory & Company, LLC | 101,636 | $29,231,000 | 18.30% |
| Merit Financial Group, LLC | 999,489 | $287,453,000 | 17.34% |