VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 599 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 0.80 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $32,300,000 | -28.4% | 206,142 | -16.8% | 10.75% | +11.2% |
Q4 2019 | $45,134,000 | +7.5% | 247,756 | -1.9% | 9.66% | +4.2% |
Q3 2019 | $41,983,000 | +2.2% | 252,487 | -2.3% | 9.28% | +0.4% |
Q2 2019 | $41,082,000 | -6.0% | 258,343 | -7.5% | 9.24% | -8.1% |
Q1 2019 | $43,686,000 | +14.5% | 279,285 | -1.6% | 10.05% | +16.2% |
Q4 2018 | $38,144,000 | -23.2% | 283,955 | -8.0% | 8.65% | -7.2% |
Q3 2018 | $49,691,000 | +8.5% | 308,564 | +0.9% | 9.33% | -4.8% |
Q2 2018 | $45,805,000 | +13.7% | 305,751 | +7.6% | 9.80% | +13.6% |
Q1 2018 | $40,301,000 | +10.4% | 284,051 | +9.5% | 8.63% | +11.2% |
Q4 2017 | $36,491,000 | +11.7% | 259,445 | +5.4% | 7.76% | -14.3% |
Q3 2017 | $32,673,000 | +17.3% | 246,126 | +12.3% | 9.06% | +10.2% |
Q2 2017 | $27,848,000 | +63.2% | 219,204 | +56.3% | 8.22% | +47.6% |
Q1 2017 | $17,065,000 | +21.0% | 140,271 | +10.9% | 5.57% | +13.4% |
Q4 2016 | $14,102,000 | +15.3% | 126,494 | +16.1% | 4.91% | +14.5% |
Q3 2016 | $12,234,000 | +23.4% | 108,949 | +17.8% | 4.29% | +13.7% |
Q2 2016 | $9,913,000 | +82508.3% | 92,474 | +63675.2% | 3.77% | +62750.0% |
Q3 2013 | $12,000 | – | 145 | – | 0.01% | – |
Download |
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% |