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 | $26,095,576 | -0.6% | 95,830 | +3.3% | 5.38% | +6.6% |
Q2 2023 | $26,255,608 | +2.8% | 92,789 | -9.4% | 5.05% | +1.2% |
Q1 2023 | $25,535,054 | +14.6% | 102,370 | -2.1% | 4.99% | +10.1% |
Q4 2022 | $22,284,821 | -5.1% | 104,570 | -4.7% | 4.53% | -13.6% |
Q3 2022 | $23,482,000 | -0.3% | 109,756 | +3.9% | 5.25% | +9.6% |
Q2 2022 | $23,547,000 | -30.8% | 105,644 | -10.8% | 4.79% | -16.8% |
Q1 2022 | $34,049,000 | -11.6% | 118,390 | -1.4% | 5.76% | -12.3% |
Q4 2021 | $38,528,000 | +5.3% | 120,062 | -4.8% | 6.56% | +4.1% |
Q3 2021 | $36,601,000 | -3.0% | 126,135 | -4.2% | 6.30% | -5.9% |
Q2 2021 | $37,745,000 | +8.6% | 131,602 | -2.6% | 6.70% | +0.4% |
Q1 2021 | $34,743,000 | -1.1% | 135,167 | -2.5% | 6.67% | -5.3% |
Q4 2020 | $35,118,000 | +3.0% | 138,620 | -7.5% | 7.04% | -6.3% |
Q3 2020 | $34,100,000 | -2.0% | 149,816 | -13.0% | 7.52% | -10.5% |
Q2 2020 | $34,803,000 | +25.6% | 172,214 | -2.6% | 8.40% | +13.9% |
Q1 2020 | $27,704,000 | -5.0% | 176,805 | +10.4% | 7.37% | +11.7% |
Q4 2019 | $29,172,000 | +5.3% | 160,134 | -3.9% | 6.60% | -3.8% |
Q3 2019 | $27,715,000 | -3.7% | 166,678 | -5.4% | 6.87% | -13.7% |
Q2 2019 | $28,775,000 | -18.8% | 176,110 | -22.3% | 7.96% | -15.8% |
Q1 2019 | $35,435,000 | +5.5% | 226,539 | -9.4% | 9.44% | -16.7% |
Q4 2018 | $33,578,000 | -36.2% | 249,964 | -23.5% | 11.34% | -23.3% |
Q3 2018 | $52,611,000 | +10.4% | 326,693 | +2.7% | 14.77% | -2.2% |
Q2 2018 | $47,646,000 | +7.0% | 318,045 | +1.3% | 15.10% | +9.2% |
Q1 2018 | $44,543,000 | +3.9% | 313,948 | +3.0% | 13.82% | +10.4% |
Q4 2017 | $42,858,000 | +42.2% | 304,713 | +34.3% | 12.52% | +4.6% |
Q3 2017 | $30,130,000 | -31.3% | 226,965 | -34.3% | 11.96% | -22.5% |
Q2 2017 | $43,886,000 | +2.6% | 345,455 | -1.7% | 15.44% | +0.8% |
Q1 2017 | $42,761,000 | -25.9% | 351,482 | -32.1% | 15.32% | -24.0% |
Q4 2016 | $57,696,000 | +0.9% | 517,560 | +1.6% | 20.16% | +7.6% |
Q3 2016 | $57,184,000 | +10.2% | 509,259 | +5.2% | 18.74% | -3.8% |
Q2 2016 | $51,905,000 | -7.2% | 484,207 | -7.8% | 19.49% | +9.1% |
Q1 2016 | $55,933,000 | +48.7% | 525,443 | +48.6% | 17.87% | +21.3% |
Q4 2015 | $37,623,000 | +62.4% | 353,625 | +53.1% | 14.73% | +37.9% |
Q3 2015 | $23,164,000 | -2.9% | 230,974 | +3.6% | 10.68% | +5.2% |
Q2 2015 | $23,854,000 | +3.9% | 222,856 | +1.6% | 10.15% | -7.1% |
Q1 2015 | $22,956,000 | +21.1% | 219,447 | +20.8% | 10.93% | +4.6% |
Q4 2014 | $18,959,000 | – | 181,618 | – | 10.45% | – |
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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% |