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 | $907,956 | +37.4% | 3,334 | +42.8% | 0.06% | +40.9% |
Q2 2023 | $660,703 | +34.2% | 2,335 | +18.3% | 0.04% | +29.4% |
Q1 2023 | $492,361 | +35.2% | 1,974 | +15.5% | 0.03% | +36.0% |
Q4 2022 | $364,150 | +30.5% | 1,709 | +31.1% | 0.02% | +19.0% |
Q3 2022 | $279,000 | +0.7% | 1,304 | +4.9% | 0.02% | +5.0% |
Q2 2022 | $277,000 | -21.1% | 1,243 | +1.9% | 0.02% | -9.1% |
Q1 2022 | $351,000 | -17.4% | 1,220 | -7.9% | 0.02% | -15.4% |
Q4 2021 | $425,000 | +10.1% | 1,325 | -0.6% | 0.03% | +8.3% |
Q3 2021 | $386,000 | +4.9% | 1,333 | +3.9% | 0.02% | -7.7% |
Q2 2021 | $368,000 | +15.0% | 1,283 | +2.9% | 0.03% | +8.3% |
Q1 2021 | $320,000 | +14.3% | 1,247 | +12.9% | 0.02% | 0.0% |
Q4 2020 | $280,000 | +1.4% | 1,105 | -8.6% | 0.02% | -7.7% |
Q3 2020 | $276,000 | +22.1% | 1,209 | +8.0% | 0.03% | +8.3% |
Q2 2020 | $226,000 | +11.3% | 1,119 | -13.5% | 0.02% | -17.2% |
Q1 2020 | $203,000 | -53.3% | 1,293 | -45.9% | 0.03% | -34.1% |
Q4 2019 | $435,000 | -5.2% | 2,389 | -13.7% | 0.04% | -13.7% |
Q3 2019 | $459,000 | +37.4% | 2,769 | +34.8% | 0.05% | +21.4% |
Q2 2019 | $334,000 | +17.6% | 2,054 | +13.3% | 0.04% | +7.7% |
Q1 2019 | $284,000 | +37.2% | 1,813 | +17.2% | 0.04% | +18.2% |
Q4 2018 | $207,000 | -57.8% | 1,547 | -49.3% | 0.03% | -45.0% |
Q3 2018 | $491,000 | +36.4% | 3,053 | +25.5% | 0.06% | +25.0% |
Q2 2018 | $360,000 | -3.2% | 2,433 | -7.2% | 0.05% | -2.0% |
Q1 2018 | $372,000 | -48.6% | 2,621 | -49.0% | 0.05% | -49.0% |
Q4 2017 | $724,000 | +7.3% | 5,138 | +0.9% | 0.10% | -2.0% |
Q3 2017 | $675,000 | +2.1% | 5,091 | -2.2% | 0.10% | -10.9% |
Q2 2017 | $661,000 | +7.0% | 5,205 | +1.9% | 0.11% | +5.8% |
Q1 2017 | $618,000 | +7.7% | 5,106 | -0.8% | 0.10% | +10.6% |
Q4 2016 | $574,000 | +98.6% | 5,149 | +99.4% | 0.09% | +95.8% |
Q3 2016 | $289,000 | -60.9% | 2,582 | -62.8% | 0.05% | -64.4% |
Q4 2015 | $740,000 | +230.4% | 6,942 | +210.9% | 0.14% | +229.3% |
Q3 2015 | $224,000 | -63.3% | 2,233 | -60.9% | 0.04% | -58.6% |
Q2 2015 | $611,000 | +164.5% | 5,709 | +160.3% | 0.10% | +153.8% |
Q1 2015 | $231,000 | +11.6% | 2,193 | +9.6% | 0.04% | +11.4% |
Q4 2014 | $207,000 | – | 2,001 | – | 0.04% | – |
Download |
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% |