VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 377 filers reported holding VANGUARD INDEX FDS in Q3 2015. The put-call ratio across all filers is 1.85 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,466 | +1.2% | 1,063 | +5.1% | 0.04% | -2.3% |
| Q2 2023 | $286,073 | +36.9% | 1,011 | +39.4% | 0.04% | +38.7% |
| Q1 2022 | $209,000 | -13.6% | 725 | -4.0% | 0.03% | -8.8% |
| Q4 2021 | $242,000 | +8.5% | 755 | -1.9% | 0.03% | +6.2% |
| Q3 2021 | $223,000 | +2.8% | 770 | +1.7% | 0.03% | 0.0% |
| Q2 2021 | $217,000 | +80.8% | 757 | -5.4% | 0.03% | +18.5% |
| Q2 2018 | $120,000 | +23.7% | 800 | 0.0% | 0.03% | +3.8% |
| Q1 2017 | $97,000 | +15.5% | 800 | +6.7% | 0.03% | +4.0% |
| Q4 2016 | $84,000 | +25.4% | 750 | +25.0% | 0.02% | +25.0% |
| Q3 2016 | $67,000 | -70.2% | 600 | -71.4% | 0.02% | -74.0% |
| Q2 2015 | $225,000 | +3.7% | 2,100 | +1.2% | 0.08% | +2.7% |
| Q1 2015 | $217,000 | 0.0% | 2,075 | 0.0% | 0.08% | -6.2% |
| Q4 2014 | $217,000 | +244.4% | 2,075 | +159.4% | 0.08% | +158.1% |
| Q2 2013 | $63,000 | – | 800 | – | 0.03% | – |
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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% |