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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $6,232,000 | -1.2% | 24,246 | -2.6% | 1.13% | -6.1% |
| Q4 2020 | $6,308,000 | +2.8% | 24,899 | -7.6% | 1.20% | -9.1% |
| Q3 2020 | $6,136,000 | +7.7% | 26,959 | -4.4% | 1.32% | -0.2% |
| Q2 2020 | $5,697,000 | +28.7% | 28,190 | -0.2% | 1.33% | +10.9% |
| Q1 2020 | $4,425,000 | -25.1% | 28,243 | -12.9% | 1.20% | -12.9% |
| Q4 2019 | $5,905,000 | +3.6% | 32,418 | -5.4% | 1.38% | -0.4% |
| Q3 2019 | $5,699,000 | +4.0% | 34,276 | +2.2% | 1.38% | +2.1% |
| Q2 2019 | $5,480,000 | +2.8% | 33,539 | -1.6% | 1.35% | -2.6% |
| Q1 2019 | $5,329,000 | +9.8% | 34,069 | -5.7% | 1.39% | -1.7% |
| Q4 2018 | $4,854,000 | -22.1% | 36,141 | -6.7% | 1.41% | -23.3% |
| Q3 2018 | $6,234,000 | +8.3% | 38,716 | +0.8% | 1.84% | +3.0% |
| Q2 2018 | $5,756,000 | +3.9% | 38,424 | -1.6% | 1.79% | +0.9% |
| Q1 2018 | $5,539,000 | -51.4% | 39,044 | -55.3% | 1.77% | -12.4% |
| Q4 2017 | $11,406,000 | +98.2% | 87,427 | +101.7% | 2.02% | +2.4% |
| Q3 2017 | $5,754,000 | -2.3% | 43,346 | -6.5% | 1.98% | -11.4% |
| Q2 2017 | $5,889,000 | +3.3% | 46,356 | -1.0% | 2.23% | +1.8% |
| Q1 2017 | $5,699,000 | +5.8% | 46,846 | -3.1% | 2.19% | +1.4% |
| Q4 2016 | $5,386,000 | -3.6% | 48,320 | -2.9% | 2.16% | -16.5% |
| Q3 2016 | $5,586,000 | +0.7% | 49,743 | -3.9% | 2.59% | -11.2% |
| Q2 2016 | $5,549,000 | -1.0% | 51,767 | -1.7% | 2.92% | -2.7% |
| Q1 2016 | $5,604,000 | -0.4% | 52,653 | -0.4% | 3.00% | -5.9% |
| Q4 2015 | $5,624,000 | +3.7% | 52,870 | -2.2% | 3.19% | -0.8% |
| Q3 2015 | $5,424,000 | -9.7% | 54,084 | -3.6% | 3.21% | -17.4% |
| Q2 2015 | $6,005,000 | +0.7% | 56,097 | -1.6% | 3.89% | +1.0% |
| Q1 2015 | $5,964,000 | -4.6% | 57,018 | -4.8% | 3.85% | -6.4% |
| Q4 2014 | $6,250,000 | +3.9% | 59,881 | -0.8% | 4.11% | -13.4% |
| Q3 2014 | $6,015,000 | – | 60,358 | – | 4.75% | – |
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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% |