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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,038,007 | -8.0% | 106,636 | -4.4% | 6.20% | -3.0% |
Q2 2023 | $31,563,305 | +18.6% | 111,547 | -10.7% | 6.40% | +16.8% |
Q1 2023 | $26,609,030 | 0.0% | 124,861 | 0.0% | 5.47% | 0.0% |
Q4 2022 | $26,609,030 | -1.9% | 124,861 | -1.6% | 5.47% | -15.2% |
Q3 2022 | $27,136,000 | -4.8% | 126,833 | -0.8% | 6.46% | -0.6% |
Q2 2022 | $28,506,000 | -19.3% | 127,894 | +4.1% | 6.50% | -16.3% |
Q1 2022 | $35,328,000 | -11.0% | 122,836 | -0.7% | 7.76% | -10.8% |
Q4 2021 | $39,697,000 | +9.7% | 123,705 | -0.8% | 8.70% | +7.1% |
Q3 2021 | $36,191,000 | +0.4% | 124,722 | -0.8% | 8.12% | -2.2% |
Q2 2021 | $36,060,000 | +9.5% | 125,728 | -1.9% | 8.30% | -6.8% |
Q1 2021 | $32,927,000 | -3.0% | 128,100 | -4.4% | 8.91% | -13.6% |
Q4 2020 | $33,961,000 | +10.7% | 134,051 | -0.5% | 10.32% | +0.2% |
Q3 2020 | $30,677,000 | +12.4% | 134,779 | -0.2% | 10.29% | +7.3% |
Q2 2020 | $27,293,000 | +22.2% | 135,053 | -5.2% | 9.59% | +12.1% |
Q1 2020 | $22,333,000 | -17.2% | 142,527 | -3.7% | 8.56% | +5.1% |
Q4 2019 | $26,957,000 | +7.6% | 147,977 | -1.8% | 8.15% | +3.6% |
Q3 2019 | $25,044,000 | -1.1% | 150,616 | -2.8% | 7.86% | -2.1% |
Q2 2019 | $25,313,000 | -2.8% | 154,926 | -6.9% | 8.03% | -3.0% |
Q1 2019 | $26,033,000 | +16.2% | 166,433 | -0.2% | 8.28% | +3.7% |
Q4 2018 | $22,404,000 | -18.6% | 166,780 | -2.4% | 7.98% | -14.0% |
Q3 2018 | $27,523,000 | +5.1% | 170,910 | -2.3% | 9.28% | +2.5% |
Q2 2018 | $26,195,000 | +4.8% | 174,856 | -0.8% | 9.05% | +2.3% |
Q1 2018 | $25,003,000 | +5.9% | 176,227 | +5.0% | 8.84% | +2.6% |
Q4 2017 | $23,604,000 | +4.8% | 167,823 | -1.1% | 8.62% | +0.0% |
Q3 2017 | $22,526,000 | +4.8% | 169,690 | +0.3% | 8.62% | +1.2% |
Q2 2017 | $21,502,000 | +7.7% | 169,255 | +3.1% | 8.52% | +5.0% |
Q1 2017 | $19,963,000 | +12.4% | 164,090 | +1.9% | 8.12% | +9.4% |
Q4 2016 | $17,766,000 | -0.5% | 161,067 | +1.3% | 7.42% | -0.1% |
Q3 2016 | $17,859,000 | +4.8% | 159,040 | +0.1% | 7.43% | +0.8% |
Q2 2016 | $17,033,000 | +4.4% | 158,892 | +3.6% | 7.37% | -7.9% |
Q1 2016 | $16,321,000 | +5.1% | 153,325 | +5.0% | 8.00% | -5.4% |
Q4 2015 | $15,536,000 | +4.6% | 146,032 | -1.4% | 8.45% | +2.2% |
Q3 2015 | $14,856,000 | +1.8% | 148,133 | +8.6% | 8.27% | +6.2% |
Q2 2015 | $14,598,000 | +8.5% | 136,370 | +6.0% | 7.79% | +6.7% |
Q1 2015 | $13,455,000 | +2.9% | 128,616 | +2.7% | 7.30% | +2.5% |
Q4 2014 | $13,074,000 | +4.4% | 125,246 | -0.3% | 7.12% | +2.8% |
Q3 2014 | $12,525,000 | +7.8% | 125,661 | +6.9% | 6.92% | +9.3% |
Q2 2014 | $11,623,000 | +7.0% | 117,525 | +1.2% | 6.33% | +1.4% |
Q1 2014 | $10,858,000 | +7.5% | 116,152 | +7.0% | 6.24% | +3.7% |
Q4 2013 | $10,099,000 | +15.5% | 108,537 | +5.0% | 6.02% | +10.0% |
Q3 2013 | $8,746,000 | +16.7% | 103,374 | +7.8% | 5.47% | +16.4% |
Q2 2013 | $7,495,000 | – | 95,912 | – | 4.70% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 154,653 | $39,752,000 | 30.97% |
Merit Financial Group, LLC | 1,049,384 | $269,734,000 | 28.22% |
CABANA LLC | 2,915 | $749,000 | 27.38% |
Peninsula Wealth, LLC | 247,386 | $63,588,000 | 22.79% |
Permanens Capital L.P. | 429,079 | $110,290,000 | 22.66% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 158,167 | $40,655,000 | 20.03% |
Mosaic Family Wealth, LLC | 263,028 | $67,609,000 | 19.53% |
Corrigan Financial, Inc. | 218,046 | $56,046,549 | 18.73% |
TL Private Wealth | 110,965 | $30,198,000 | 18.52% |
Benchmark Wealth Management, LLC | 92,253 | $23,713,000 | 17.59% |