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 | $3,023,186 | -3.8% | 11,102 | 0.0% | 0.36% | -2.4% |
Q2 2023 | $3,141,422 | -4.2% | 11,102 | -15.6% | 0.37% | -17.0% |
Q1 2023 | $3,279,476 | +50.6% | 13,147 | +28.7% | 0.45% | +41.8% |
Q4 2022 | $2,177,558 | -33.1% | 10,218 | -32.9% | 0.32% | -43.4% |
Q3 2022 | $3,257,000 | +59.4% | 15,224 | +66.1% | 0.56% | +63.6% |
Q2 2022 | $2,043,000 | -23.4% | 9,166 | -1.1% | 0.34% | -31.5% |
Q1 2022 | $2,666,000 | -41.6% | 9,270 | -34.8% | 0.50% | -33.3% |
Q4 2021 | $4,565,000 | +46.4% | 14,225 | +32.4% | 0.75% | +7.9% |
Q3 2021 | $3,118,000 | -4.4% | 10,747 | -5.5% | 0.69% | -12.6% |
Q2 2021 | $3,263,000 | +12.2% | 11,376 | +0.5% | 0.79% | -0.4% |
Q1 2021 | $2,909,000 | -6.2% | 11,318 | -7.5% | 0.80% | -16.9% |
Q4 2020 | $3,100,000 | +0.8% | 12,238 | -9.4% | 0.96% | -11.5% |
Q3 2020 | $3,076,000 | +9.2% | 13,515 | -3.1% | 1.08% | -3.8% |
Q2 2020 | $2,818,000 | +23.5% | 13,945 | -4.3% | 1.12% | +7.7% |
Q1 2020 | $2,282,000 | -15.1% | 14,565 | -1.3% | 1.04% | +11.5% |
Q4 2019 | $2,687,000 | +5.2% | 14,751 | -4.0% | 0.94% | +25.8% |
Q3 2019 | $2,555,000 | +0.7% | 15,368 | -1.1% | 0.74% | -4.5% |
Q2 2019 | $2,538,000 | +2.3% | 15,534 | -2.1% | 0.78% | +1.4% |
Q1 2019 | $2,481,000 | +8.6% | 15,864 | -6.7% | 0.77% | -3.3% |
Q4 2018 | $2,285,000 | -15.1% | 17,007 | +1.8% | 0.79% | -9.3% |
Q3 2018 | $2,690,000 | +7.4% | 16,705 | -0.1% | 0.88% | -31.1% |
Q2 2018 | $2,505,000 | +4.9% | 16,724 | -0.7% | 1.27% | -2.2% |
Q1 2018 | $2,389,000 | -0.1% | 16,840 | -1.0% | 1.30% | -2.0% |
Q4 2017 | $2,392,000 | -5.8% | 17,006 | -11.1% | 1.32% | -12.2% |
Q3 2017 | $2,539,000 | +6.5% | 19,125 | +1.9% | 1.51% | +1.3% |
Q2 2017 | $2,383,000 | +23.6% | 18,760 | +18.4% | 1.49% | +28.2% |
Q1 2017 | $1,928,000 | +776.4% | 15,851 | +703.0% | 1.16% | +748.2% |
Q4 2016 | $220,000 | +1.4% | 1,974 | +2.1% | 0.14% | -6.2% |
Q3 2016 | $217,000 | +34.8% | 1,934 | +28.9% | 0.15% | +24.8% |
Q2 2016 | $161,000 | +0.6% | 1,500 | 0.0% | 0.12% | -4.9% |
Q1 2016 | $160,000 | 0.0% | 1,500 | 0.0% | 0.12% | +2.5% |
Q4 2015 | $160,000 | +6.7% | 1,500 | 0.0% | 0.12% | +1.7% |
Q3 2015 | $150,000 | +1.4% | 1,500 | +8.7% | 0.12% | +11.3% |
Q2 2015 | $148,000 | +2.8% | 1,380 | 0.0% | 0.11% | +6.0% |
Q1 2015 | $144,000 | 0.0% | 1,380 | 0.0% | 0.10% | -5.7% |
Q4 2014 | $144,000 | +4.3% | 1,380 | 0.0% | 0.11% | -12.4% |
Q3 2014 | $138,000 | +1.5% | 1,380 | 0.0% | 0.12% | -0.8% |
Q2 2014 | $136,000 | +5.4% | 1,380 | 0.0% | 0.12% | -12.9% |
Q1 2014 | $129,000 | +22.9% | 1,380 | +22.7% | 0.14% | +137.3% |
Q4 2013 | $105,000 | +23.5% | 1,125 | +12.5% | 0.06% | +13.5% |
Q3 2013 | $85,000 | +9.0% | 1,000 | 0.0% | 0.05% | -10.3% |
Q2 2013 | $78,000 | – | 1,000 | – | 0.06% | – |
Download |
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% |