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 | $9,386,195 | -3.8% | 34,469 | -0.0% | 1.27% | -4.6% |
Q2 2023 | $9,756,527 | +18.1% | 34,480 | +4.1% | 1.33% | +9.9% |
Q1 2023 | $8,262,118 | +18.5% | 33,123 | +1.2% | 1.21% | +9.5% |
Q4 2022 | $6,972,966 | +6.6% | 32,720 | +7.0% | 1.10% | +1.2% |
Q3 2022 | $6,544,000 | -3.4% | 30,587 | +0.6% | 1.09% | +2.9% |
Q2 2022 | $6,776,000 | -35.2% | 30,400 | -16.4% | 1.06% | -17.5% |
Q1 2022 | $10,461,000 | +105.7% | 36,376 | +129.5% | 1.28% | +114.0% |
Q4 2021 | $5,086,000 | +17.1% | 15,849 | +5.9% | 0.60% | 0.0% |
Q3 2021 | $4,344,000 | +1.6% | 14,970 | +0.4% | 0.60% | +1.7% |
Q2 2021 | $4,277,000 | +12.5% | 14,913 | +0.8% | 0.59% | -0.7% |
Q1 2021 | $3,803,000 | +3.0% | 14,794 | +1.5% | 0.59% | -2.3% |
Q4 2020 | $3,691,000 | +9.3% | 14,570 | -1.8% | 0.61% | -3.2% |
Q3 2020 | $3,377,000 | +12.5% | 14,835 | -0.1% | 0.63% | -0.5% |
Q2 2020 | $3,002,000 | +32.3% | 14,852 | +2.6% | 0.63% | +4.5% |
Q1 2020 | $2,269,000 | -27.7% | 14,481 | -16.0% | 0.60% | -16.0% |
Q4 2019 | $3,140,000 | +9.3% | 17,236 | -0.3% | 0.72% | +0.7% |
Q3 2019 | $2,874,000 | +3.6% | 17,283 | +1.8% | 0.71% | -3.9% |
Q2 2019 | $2,774,000 | +6.9% | 16,977 | +2.3% | 0.74% | +5.1% |
Q1 2019 | $2,596,000 | +16.3% | 16,596 | -0.2% | 0.71% | +2.6% |
Q4 2018 | $2,233,000 | -17.2% | 16,625 | -0.7% | 0.69% | -17.7% |
Q3 2018 | $2,696,000 | +10.0% | 16,742 | +2.4% | 0.84% | -0.8% |
Q2 2018 | $2,450,000 | +4.6% | 16,352 | -0.9% | 0.84% | +4.7% |
Q1 2018 | $2,342,000 | +0.0% | 16,507 | -0.8% | 0.81% | -0.4% |
Q4 2017 | $2,341,000 | +3.2% | 16,643 | -2.6% | 0.81% | -6.3% |
Q3 2017 | $2,269,000 | +5.6% | 17,089 | +1.0% | 0.86% | -4.0% |
Q2 2017 | $2,149,000 | +1.3% | 16,920 | -2.9% | 0.90% | -4.9% |
Q1 2017 | $2,121,000 | +4.3% | 17,432 | -4.4% | 0.94% | -7.6% |
Q4 2016 | $2,033,000 | -11.9% | 18,233 | -11.2% | 1.02% | -12.9% |
Q3 2016 | $2,307,000 | +5.6% | 20,541 | +0.8% | 1.18% | -0.5% |
Q2 2016 | $2,184,000 | -7.3% | 20,378 | -7.9% | 1.18% | -14.0% |
Q1 2016 | $2,356,000 | -0.6% | 22,137 | -0.6% | 1.37% | -1.9% |
Q4 2015 | $2,370,000 | +2.9% | 22,277 | -3.0% | 1.40% | -3.8% |
Q3 2015 | $2,303,000 | -3.8% | 22,967 | +2.8% | 1.46% | +0.1% |
Q2 2015 | $2,393,000 | +7.9% | 22,352 | +5.5% | 1.45% | +8.4% |
Q1 2015 | $2,217,000 | +4.3% | 21,194 | +4.0% | 1.34% | -6.9% |
Q4 2014 | $2,126,000 | +2.2% | 20,370 | -2.4% | 1.44% | -2.6% |
Q3 2014 | $2,081,000 | +23.4% | 20,873 | +22.5% | 1.48% | +29.9% |
Q2 2014 | $1,686,000 | +10.3% | 17,043 | +4.2% | 1.14% | +4.3% |
Q1 2014 | $1,529,000 | – | 16,358 | – | 1.09% | – |
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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% |