VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $4,187,000 | +14.9% | 26,770 | -1.3% | 0.88% | +6.5% |
Q4 2018 | $3,644,000 | -20.0% | 27,130 | -4.1% | 0.83% | -12.5% |
Q3 2018 | $4,555,000 | +14.4% | 28,284 | +6.4% | 0.94% | +4.7% |
Q2 2018 | $3,981,000 | +5.4% | 26,571 | -0.2% | 0.90% | +3.0% |
Q1 2018 | $3,778,000 | +22.2% | 26,628 | +21.1% | 0.88% | +17.7% |
Q4 2017 | $3,092,000 | +39.4% | 21,987 | +31.6% | 0.74% | +29.6% |
Q3 2017 | $2,218,000 | +71.0% | 16,707 | +63.6% | 0.57% | +43.9% |
Q2 2017 | $1,297,000 | +39.8% | 10,212 | +33.8% | 0.40% | +26.7% |
Q1 2017 | $928,000 | +74.4% | 7,631 | +59.8% | 0.32% | +52.2% |
Q4 2016 | $532,000 | -0.6% | 4,774 | +0.2% | 0.21% | -6.3% |
Q3 2016 | $535,000 | +4.9% | 4,765 | +0.1% | 0.22% | +0.5% |
Q2 2016 | $510,000 | +17.0% | 4,758 | +16.3% | 0.22% | +8.9% |
Q1 2016 | $436,000 | +112.7% | 4,092 | +111.9% | 0.20% | +82.0% |
Q4 2015 | $205,000 | – | 1,931 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CBIZ Investment Advisory Services, LLC | 33,347 | $71,065,183 | 27.65% |
Dougherty Wealth Advisers LLC | 77,298 | $16,472,977 | 27.06% |
Jentner Corp | 166,041 | $35,385,009 | 26.16% |
Fee-Only Financial Planning, L.C. | 126,443 | $26,946,161 | 22.58% |
Mill Creek Capital Advisors, LLC | 2,544,179 | $542,190,154 | 22.52% |
Axiom Advisory, LLC | 98,249 | $20,939,979 | 22.16% |
Bromfield Sneider Wealth Advisors | 99,797 | $21,267,693 | 19.71% |
Safeguard Financial, LLC | 116,113 | $24,745 | 17.72% |
Retirement Investment Advisors, Inc. | 127,641 | $27,201,574 | 17.61% |
TL Private Wealth | 138,969 | $30,019,995 | 17.50% |