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 2023 | $3,595,892 | +16.7% | 13,205 | +21.3% | 0.81% | +29.7% |
| Q2 2023 | $3,080,331 | -33.2% | 10,886 | -41.1% | 0.62% | -31.9% |
| Q1 2023 | $4,612,409 | +6.5% | 18,491 | -9.0% | 0.92% | +1.1% |
| Q4 2022 | $4,332,235 | -10.0% | 20,329 | -9.6% | 0.90% | -21.8% |
| Q3 2022 | $4,811,000 | -1.5% | 22,488 | +2.6% | 1.16% | +5.5% |
| Q2 2022 | $4,884,000 | -11.6% | 21,912 | +14.1% | 1.10% | +2.1% |
| Q1 2022 | $5,525,000 | +8.9% | 19,210 | +21.6% | 1.07% | +5.8% |
| Q4 2021 | $5,072,000 | +12.3% | 15,804 | +1.5% | 1.02% | -3.8% |
| Q3 2021 | $4,517,000 | +24.3% | 15,568 | +22.9% | 1.06% | +25.4% |
| Q2 2021 | $3,633,000 | +102.2% | 12,668 | +81.2% | 0.84% | +63.6% |
| Q1 2021 | $1,797,000 | +70.5% | 6,991 | +68.1% | 0.51% | +59.1% |
| Q4 2020 | $1,054,000 | +155.8% | 4,160 | +129.8% | 0.32% | +115.3% |
| Q3 2020 | $412,000 | +12.6% | 1,810 | 0.0% | 0.15% | +2.0% |
| Q2 2020 | $366,000 | +1.1% | 1,810 | -21.6% | 0.15% | -12.0% |
| Q1 2020 | $362,000 | -14.0% | 2,310 | 0.0% | 0.17% | +23.7% |
| Q4 2019 | $421,000 | +32.4% | 2,310 | +20.9% | 0.14% | +8.0% |
| Q3 2019 | $318,000 | +54.4% | 1,910 | +51.6% | 0.12% | +43.7% |
| Q2 2019 | $206,000 | -47.0% | 1,260 | -47.8% | 0.09% | -56.7% |
| Q3 2018 | $389,000 | +7.8% | 2,413 | 0.0% | 0.20% | +8.6% |
| Q2 2018 | $361,000 | -3.5% | 2,413 | -8.5% | 0.18% | -0.5% |
| Q1 2018 | $374,000 | +0.8% | 2,638 | 0.0% | 0.19% | -1.1% |
| Q4 2017 | $371,000 | +2.8% | 2,638 | -2.9% | 0.19% | +0.5% |
| Q3 2017 | $361,000 | +4.6% | 2,718 | 0.0% | 0.19% | -1.1% |
| Q2 2017 | $345,000 | +9.5% | 2,718 | +4.8% | 0.19% | -0.5% |
| Q1 2017 | $315,000 | +194.4% | 2,593 | +140.5% | 0.19% | +81.0% |
| Q3 2014 | $107,000 | – | 1,078 | – | 0.10% | – |
Download | ||||||
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% |