VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 362 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.67 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,515,000 | -24.7% | 11,927 | -27.9% | 0.34% | -36.1% |
| Q1 2017 | $2,013,000 | -30.1% | 16,548 | -35.9% | 0.54% | -23.8% |
| Q4 2016 | $2,879,000 | +69.9% | 25,821 | +71.1% | 0.70% | +67.1% |
| Q3 2016 | $1,695,000 | +0.6% | 15,095 | -4.0% | 0.42% | -6.0% |
| Q2 2016 | $1,685,000 | +32.5% | 15,722 | +31.5% | 0.45% | +22.0% |
| Q1 2016 | $1,272,000 | -1.4% | 11,952 | -1.4% | 0.37% | -4.7% |
| Q4 2015 | $1,290,000 | +15.4% | 12,126 | +8.8% | 0.39% | +10.3% |
| Q3 2015 | $1,118,000 | -3.3% | 11,143 | +3.2% | 0.35% | +10.1% |
| Q2 2015 | $1,156,000 | +0.3% | 10,798 | -1.9% | 0.32% | -0.9% |
| Q1 2015 | $1,152,000 | -39.2% | 11,010 | -39.3% | 0.32% | -16.2% |
| Q4 2014 | $1,895,000 | +14.8% | 18,152 | +9.6% | 0.38% | +22.0% |
| Q3 2014 | $1,651,000 | +16.4% | 16,565 | +15.5% | 0.31% | +18.9% |
| Q2 2014 | $1,418,000 | +8.1% | 14,341 | +2.2% | 0.26% | 0.0% |
| Q1 2014 | $1,312,000 | -9.3% | 14,030 | -9.8% | 0.26% | +28.2% |
| Q4 2013 | $1,447,000 | +54.1% | 15,553 | +40.2% | 0.21% | +42.1% |
| Q3 2013 | $939,000 | +40.4% | 11,096 | +29.6% | 0.14% | +30.6% |
| Q2 2013 | $669,000 | – | 8,559 | – | 0.11% | – |
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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% |