VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,956,058 | -3.0% | 51,251 | +0.8% | 0.68% | +2.4% |
Q2 2023 | $14,381,012 | +19.7% | 50,823 | +5.5% | 0.66% | +6.1% |
Q1 2023 | $12,014,686 | +28.8% | 48,167 | +10.1% | 0.62% | +24.2% |
Q4 2022 | $9,326,082 | -5.5% | 43,762 | -5.1% | 0.50% | -16.1% |
Q3 2022 | $9,866,000 | -2.4% | 46,113 | +1.7% | 0.60% | +4.6% |
Q2 2022 | $10,108,000 | -15.9% | 45,348 | +8.6% | 0.57% | -5.3% |
Q1 2022 | $12,012,000 | +3.3% | 41,765 | +15.3% | 0.60% | +7.1% |
Q4 2021 | $11,627,000 | +2.7% | 36,232 | -8.2% | 0.56% | -8.0% |
Q2 2021 | $11,321,000 | +11.2% | 39,473 | -0.3% | 0.61% | +1.5% |
Q1 2021 | $10,180,000 | +4.3% | 39,606 | +2.8% | 0.60% | -9.5% |
Q4 2020 | $9,760,000 | -0.8% | 38,527 | -10.9% | 0.67% | +27.6% |
Q3 2020 | $9,840,000 | -1.4% | 43,234 | -12.4% | 0.52% | -39.6% |
Q2 2020 | $9,976,000 | +22.7% | 49,364 | -4.9% | 0.86% | -40.4% |
Q1 2020 | $8,130,000 | +5.2% | 51,887 | +22.3% | 1.45% | +8.4% |
Q4 2019 | $7,727,000 | +86.5% | 42,418 | +70.2% | 1.34% | +50.2% |
Q3 2019 | $4,144,000 | +38.9% | 24,920 | +36.5% | 0.89% | +28.0% |
Q2 2019 | $2,983,000 | +4.1% | 18,255 | -0.3% | 0.70% | +2.4% |
Q1 2019 | $2,865,000 | +16.1% | 18,317 | -0.3% | 0.68% | +2.7% |
Q4 2018 | $2,467,000 | -12.2% | 18,363 | +5.2% | 0.66% | +1.2% |
Q3 2018 | $2,811,000 | -13.6% | 17,455 | -19.6% | 0.65% | -27.8% |
Q2 2018 | $3,254,000 | +5.8% | 21,722 | +0.2% | 0.91% | -1.0% |
Q1 2018 | $3,076,000 | +0.5% | 21,679 | -0.4% | 0.92% | -0.8% |
Q4 2017 | $3,062,000 | +0.0% | 21,771 | -5.6% | 0.92% | -8.6% |
Q3 2017 | $3,061,000 | +5.5% | 23,055 | +1.0% | 1.01% | -15.1% |
Q2 2017 | $2,901,000 | +4.9% | 22,835 | +0.2% | 1.19% | -0.9% |
Q1 2017 | $2,765,000 | +9.3% | 22,790 | +0.4% | 1.20% | +11.8% |
Q4 2016 | $2,530,000 | +0.6% | 22,699 | -1.3% | 1.07% | -3.8% |
Q3 2016 | $2,515,000 | -0.5% | 22,992 | -2.5% | 1.11% | -2.2% |
Q2 2016 | $2,527,000 | +2.2% | 23,570 | +1.5% | 1.14% | -2.1% |
Q1 2016 | $2,472,000 | -21.8% | 23,222 | -26.6% | 1.16% | -26.0% |
Q4 2015 | $3,163,000 | -8.2% | 31,646 | -7.9% | 1.57% | -6.7% |
Q3 2015 | $3,445,000 | -12.2% | 34,353 | -4.3% | 1.68% | +2.4% |
Q1 2015 | $3,923,000 | +4.3% | 35,878 | -1.0% | 1.64% | -1.2% |
Q4 2014 | $3,760,000 | +0.8% | 36,242 | -3.2% | 1.66% | +1.1% |
Q3 2014 | $3,732,000 | -3.3% | 37,443 | -3.4% | 1.65% | +0.2% |
Q2 2014 | $3,860,000 | +8.0% | 38,778 | +0.4% | 1.64% | +10.0% |
Q1 2014 | $3,573,000 | -1.5% | 38,618 | -0.5% | 1.49% | -9.1% |
Q4 2013 | $3,628,000 | +4.7% | 38,826 | -1.1% | 1.64% | +1.4% |
Q3 2013 | $3,464,000 | +6.0% | 39,240 | -0.0% | 1.62% | +0.1% |
Q2 2013 | $3,269,000 | +2.3% | 39,249 | -3.3% | 1.62% | +20.1% |
Q1 2013 | $3,196,000 | – | 40,585 | – | 1.35% | – |
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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% |