VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 364 filers reported holding VANGUARD INDEX FDS in Q1 2015. The put-call ratio across all filers is 0.98 and the average weighting 1.5%.
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% | – |
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% |