VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 364 filers reported holding VANGUARD INDEX FDS in Q1 2015. The put-call ratio across all filers is 0.98 and the average weighting 1.5%.
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 ↓ |
---|---|---|---|
Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
Jentner Corp | 169,347 | $27,272,000 | 22.63% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |