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 2016 | $353,000 | -45.7% | 3,156 | -45.3% | 0.08% | 0.0% |
| Q3 2016 | $650,000 | +1.9% | 5,773 | -2.7% | 0.08% | -9.2% |
| Q2 2016 | $638,000 | -19.7% | 5,933 | -20.5% | 0.09% | -17.9% |
| Q1 2016 | $795,000 | -4.0% | 7,460 | -4.1% | 0.11% | -4.5% |
| Q4 2015 | $828,000 | +18.1% | 7,775 | +11.3% | 0.11% | +16.8% |
| Q3 2015 | $701,000 | +5.1% | 6,986 | +12.1% | 0.10% | +10.5% |
| Q2 2015 | $667,000 | +43.1% | 6,232 | +40.1% | 0.09% | +21.1% |
| Q4 2014 | $466,000 | +10.2% | 4,448 | +5.2% | 0.07% | +24.6% |
| Q3 2014 | $423,000 | -0.5% | 4,230 | -4.0% | 0.06% | +9.6% |
| Q2 2014 | $425,000 | -27.0% | 4,407 | -29.8% | 0.05% | -28.8% |
| Q1 2014 | $582,000 | -1.7% | 6,277 | -1.1% | 0.07% | -3.9% |
| Q4 2013 | $592,000 | -5.1% | 6,349 | -13.9% | 0.08% | -13.6% |
| Q3 2013 | $624,000 | +50.4% | 7,374 | +38.9% | 0.09% | +41.9% |
| Q2 2013 | $415,000 | – | 5,310 | – | 0.06% | – |
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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% |