VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 834 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $3,125,000 | +13.5% | 19,406 | 0.0% | 0.74% | +23.6% |
Q1 2018 | $2,753,000 | +0.9% | 19,406 | 0.0% | 0.60% | +28.4% |
Q4 2017 | $2,729,000 | -12.7% | 19,406 | -17.6% | 0.47% | +4.0% |
Q3 2017 | $3,125,000 | +4.5% | 23,543 | 0.0% | 0.45% | -12.1% |
Q2 2017 | $2,991,000 | +4.4% | 23,543 | 0.0% | 0.51% | -5.0% |
Q1 2017 | $2,864,000 | +9.1% | 23,543 | 0.0% | 0.54% | +16.7% |
Q4 2016 | $2,625,000 | -3.4% | 23,543 | -2.7% | 0.46% | -10.1% |
Q3 2016 | $2,718,000 | -5.5% | 24,207 | -9.6% | 0.51% | +2.4% |
Q2 2016 | $2,877,000 | +11.6% | 26,772 | +10.6% | 0.50% | +8.4% |
Q1 2016 | $2,577,000 | +0.1% | 24,207 | 0.0% | 0.46% | +3.1% |
Q4 2015 | $2,575,000 | +6.1% | 24,207 | 0.0% | 0.45% | +0.7% |
Q3 2015 | $2,428,000 | -6.3% | 24,207 | 0.0% | 0.45% | +7.7% |
Q2 2015 | $2,591,000 | -12.6% | 24,207 | -14.6% | 0.41% | -18.7% |
Q1 2015 | $2,964,000 | – | 28,332 | – | 0.51% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bromfield Sneider Wealth Advisors | 93,208 | $28,976,418 | 19.62% |
McAlister, Sweet & Associates, Inc. | 34,017 | $10,575,205 | 9.82% |
GoalVest Advisory LLC | 70,143 | $21,806,087 | 9.59% |
Dentgroup LLC | 20,974 | $6,520,352 | 5.79% |
FC Advisory LLC | 40,783 | $12,678,709 | 4.90% |
GILL CAPITAL PARTNERS, LLC | 34,372 | $10,685,598 | 4.50% |
CATALYST PRIVATE WEALTH, LLC | 13,596 | $4,226,803 | 1.98% |
Agate Pass Investment Management, LLC | 7,250 | $2,253,880 | 1.31% |
High Net Worth Advisory Group LLC | 9,096 | $2,828,705 | 1.05% |
Compass Financial Group, INC/SD | 9,305 | $2,892,660 | 0.76% |