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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $52,630,000 | +265.2% | 374 | -99.7% | 7.25% | +502.8% |
| Q3 2017 | $14,410,000 | +63.3% | 108,547 | +55.8% | 1.20% | +79.1% |
| Q2 2017 | $8,824,000 | -0.6% | 69,662 | -4.7% | 0.67% | 0.0% |
| Q1 2017 | $8,881,000 | +1.2% | 73,102 | -3.4% | 0.67% | -1.8% |
| Q4 2016 | $8,779,000 | -50.3% | 75,680 | -53.1% | 0.68% | -51.3% |
| Q3 2016 | $17,665,000 | -6.2% | 161,475 | -4.2% | 1.40% | -3.6% |
| Q2 2016 | $18,833,000 | +0.4% | 168,561 | -5.0% | 1.46% | -10.7% |
| Q1 2016 | $18,752,000 | +4.2% | 177,474 | -5.5% | 1.63% | +10.5% |
| Q4 2015 | $17,998,000 | -16.8% | 187,770 | -3.9% | 1.48% | -25.8% |
| Q3 2015 | $21,630,000 | +0.3% | 195,482 | -1.0% | 1.99% | +2.6% |
| Q2 2015 | $21,556,000 | -13.5% | 197,506 | -14.8% | 1.94% | -12.6% |
| Q1 2015 | $24,908,000 | -99.9% | 231,704 | -39.0% | 2.22% | -19.7% |
| Q4 2014 | $39,004,529,000 | +109512.5% | 379,680 | +6.0% | 2.76% | +1.9% |
| Q3 2014 | $35,584,000 | +7.1% | 358,025 | +6.6% | 2.71% | +3.8% |
| Q2 2014 | $33,228,000 | +8.7% | 335,977 | +4.2% | 2.61% | -0.9% |
| Q1 2014 | $30,565,000 | +13.7% | 322,317 | +11.5% | 2.63% | +9.9% |
| Q4 2013 | $26,880,000 | +24.5% | 288,964 | +14.4% | 2.40% | +14.4% |
| Q3 2013 | $21,586,000 | +12.9% | 252,624 | +3.3% | 2.10% | -11.5% |
| Q2 2013 | $19,119,000 | – | 244,522 | – | 2.37% | – |
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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% |