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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,056 | -7.2% | 955 | -3.5% | 0.02% | 0.0% |
| Q2 2023 | $280,130 | +13.4% | 990 | 0.0% | 0.02% | +9.1% |
| Q1 2023 | $246,946 | +17.0% | 990 | 0.0% | 0.02% | +10.0% |
| Q4 2022 | $210,979 | -42.2% | 990 | -42.0% | 0.02% | -50.0% |
| Q3 2022 | $365,000 | +65.2% | 1,708 | +72.5% | 0.04% | +81.8% |
| Q2 2022 | $221,000 | -23.0% | 990 | -0.8% | 0.02% | -12.0% |
| Q1 2022 | $287,000 | -10.3% | 998 | 0.0% | 0.02% | -7.4% |
| Q4 2021 | $320,000 | +10.3% | 998 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $290,000 | +1.4% | 998 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $286,000 | +11.3% | 998 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $257,000 | +1.6% | 998 | 0.0% | 0.03% | -12.1% |
| Q4 2020 | $253,000 | +11.5% | 998 | 0.0% | 0.03% | -10.8% |
| Q3 2020 | $227,000 | -60.5% | 998 | -64.8% | 0.04% | -64.1% |
| Q2 2020 | $574,000 | +29.0% | 2,839 | 0.0% | 0.10% | -1.9% |
| Q1 2020 | $445,000 | -15.7% | 2,839 | 0.0% | 0.10% | +12.9% |
| Q4 2019 | $528,000 | +11.9% | 2,839 | 0.0% | 0.09% | +1.1% |
| Q3 2019 | $472,000 | +1.7% | 2,839 | 0.0% | 0.09% | +4.5% |
| Q2 2019 | $464,000 | +4.5% | 2,839 | 0.0% | 0.09% | -3.3% |
| Q1 2019 | $444,000 | +16.5% | 2,839 | 0.0% | 0.09% | +4.6% |
| Q4 2018 | $381,000 | -16.6% | 2,839 | 0.0% | 0.09% | -4.4% |
| Q3 2018 | $457,000 | +2.5% | 2,839 | -4.7% | 0.09% | -2.2% |
| Q2 2018 | $446,000 | +10.4% | 2,978 | +4.9% | 0.09% | -4.1% |
| Q1 2018 | $404,000 | +1.8% | 2,839 | 0.0% | 0.10% | +4.3% |
| Q4 2017 | $397,000 | +6.1% | 2,839 | 0.0% | 0.09% | -3.1% |
| Q3 2017 | $374,000 | -46.4% | 2,839 | -48.4% | 0.10% | -49.7% |
| Q2 2017 | $698,000 | +4.3% | 5,498 | 0.0% | 0.19% | -1.5% |
| Q1 2017 | $669,000 | +34.3% | 5,498 | +22.2% | 0.19% | +18.3% |
| Q4 2016 | $498,000 | -1.4% | 4,500 | 0.0% | 0.16% | -6.3% |
| Q3 2016 | $505,000 | +3.7% | 4,500 | 0.0% | 0.18% | -3.8% |
| Q2 2016 | $487,000 | +1.7% | 4,500 | 0.0% | 0.18% | -4.7% |
| Q1 2016 | $479,000 | 0.0% | 4,500 | 0.0% | 0.19% | -4.0% |
| Q4 2015 | $479,000 | +6.2% | 4,500 | 0.0% | 0.20% | -16.0% |
| Q3 2015 | $451,000 | -9.3% | 4,500 | 0.0% | 0.24% | +0.9% |
| Q2 2015 | $497,000 | +2.7% | 4,500 | 0.0% | 0.24% | +4.9% |
| Q1 2015 | $484,000 | +3.0% | 4,500 | 0.0% | 0.22% | -7.8% |
| Q4 2014 | $470,000 | +2.6% | 4,500 | 0.0% | 0.24% | -9.7% |
| Q3 2014 | $458,000 | +2.9% | 4,500 | 0.0% | 0.27% | -0.7% |
| Q2 2014 | $445,000 | +5.7% | 4,500 | 0.0% | 0.27% | -1.8% |
| Q1 2014 | $421,000 | +0.5% | 4,500 | 0.0% | 0.28% | -6.8% |
| Q4 2013 | $419,000 | – | 4,500 | – | 0.30% | – |
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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% |