VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 522 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,673,442 | -1.1% | 6,145 | +2.8% | 0.18% | +5.3% |
| Q2 2023 | $1,691,862 | +11.0% | 5,979 | -2.1% | 0.17% | +4.3% |
| Q1 2023 | $1,523,669 | +20.8% | 6,108 | +3.2% | 0.16% | +12.5% |
| Q4 2022 | $1,261,474 | -6.3% | 5,919 | -5.9% | 0.14% | -14.8% |
| Q3 2022 | $1,346,000 | -4.1% | 6,290 | -0.1% | 0.17% | -2.3% |
| Q2 2022 | $1,403,000 | -23.9% | 6,296 | -1.7% | 0.17% | -13.9% |
| Q1 2022 | $1,843,000 | -10.4% | 6,407 | 0.0% | 0.20% | +1.0% |
| Q4 2021 | $2,056,000 | +10.7% | 6,407 | +0.1% | 0.20% | -5.7% |
| Q3 2021 | $1,857,000 | +1.1% | 6,401 | 0.0% | 0.21% | 0.0% |
| Q2 2021 | $1,836,000 | +11.6% | 6,401 | 0.0% | 0.21% | -6.6% |
| Q1 2021 | $1,645,000 | +1.9% | 6,401 | +0.5% | 0.23% | -3.4% |
| Q4 2020 | $1,614,000 | +11.3% | 6,372 | 0.0% | 0.23% | -1.3% |
| Q3 2020 | $1,450,000 | +12.1% | 6,372 | -0.4% | 0.24% | -0.4% |
| Q2 2020 | $1,293,000 | +26.3% | 6,396 | -2.1% | 0.24% | -2.9% |
| Q1 2020 | $1,024,000 | -12.4% | 6,536 | +1.9% | 0.24% | +5.2% |
| Q4 2019 | $1,169,000 | +10.0% | 6,416 | +0.3% | 0.23% | +3.6% |
| Q3 2019 | $1,063,000 | +5.0% | 6,394 | +3.2% | 0.22% | -1.7% |
| Q2 2019 | $1,012,000 | +3.1% | 6,194 | -1.3% | 0.23% | -3.4% |
| Q1 2019 | $982,000 | +16.6% | 6,275 | +0.1% | 0.24% | +5.3% |
| Q4 2018 | $842,000 | -14.3% | 6,270 | +2.8% | 0.22% | -11.1% |
| Q3 2018 | $983,000 | +5.9% | 6,102 | -1.5% | 0.25% | +1.2% |
| Q2 2018 | $928,000 | -7.5% | 6,194 | -12.4% | 0.25% | -8.1% |
| Q1 2018 | $1,003,000 | +0.9% | 7,070 | 0.0% | 0.27% | +0.4% |
| Q4 2017 | $994,000 | +10.2% | 7,070 | +4.1% | 0.27% | +5.4% |
| Q3 2017 | $902,000 | +4.5% | 6,794 | 0.0% | 0.26% | -0.8% |
| Q2 2017 | $863,000 | -0.5% | 6,794 | -4.6% | 0.26% | -1.9% |
| Q1 2017 | $867,000 | +0.3% | 7,123 | -8.1% | 0.26% | -4.3% |
| Q4 2016 | $864,000 | +2.7% | 7,753 | +3.5% | 0.28% | +1.5% |
| Q3 2016 | $841,000 | -58.5% | 7,491 | -60.4% | 0.27% | -60.4% |
| Q2 2016 | $2,027,000 | +0.2% | 18,913 | -0.5% | 0.69% | -4.1% |
| Q1 2016 | $2,023,000 | -3.1% | 19,004 | -3.2% | 0.72% | -7.1% |
| Q4 2015 | $2,088,000 | +9.5% | 19,628 | +3.2% | 0.77% | -7.9% |
| Q3 2015 | $1,907,000 | -8.1% | 19,019 | -1.9% | 0.84% | -1.4% |
| Q2 2015 | $2,076,000 | +5.7% | 19,396 | +3.3% | 0.85% | +8.6% |
| Q1 2015 | $1,964,000 | +53.2% | 18,779 | +52.9% | 0.78% | +98.0% |
| Q4 2014 | $1,282,000 | +49.8% | 12,281 | +42.9% | 0.40% | +47.9% |
| Q3 2014 | $856,000 | +64.9% | 8,593 | +63.9% | 0.27% | +70.1% |
| Q2 2014 | $519,000 | – | 5,243 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
| Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
| Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
| Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
| Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
| Jentner Corp | 169,347 | $27,272,000 | 22.63% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
| Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
| INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
| McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |