VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 708 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $274,000 | +7.5% | 1,506 | -1.9% | 0.20% | +2.1% |
| Q3 2019 | $255,000 | +1.6% | 1,535 | 0.0% | 0.19% | +2.1% |
| Q2 2019 | $251,000 | +0.8% | 1,535 | -3.9% | 0.19% | 0.0% |
| Q1 2019 | $249,000 | +16.4% | 1,597 | 0.0% | 0.19% | +4.5% |
| Q4 2018 | $214,000 | -20.1% | 1,597 | -4.1% | 0.18% | -7.3% |
| Q3 2018 | $268,000 | -6.9% | 1,665 | -13.5% | 0.19% | -1.0% |
| Q2 2018 | $288,000 | +5.5% | 1,924 | 0.0% | 0.20% | +6.6% |
| Q1 2018 | $273,000 | +1.1% | 1,924 | 0.0% | 0.18% | -3.2% |
| Q4 2017 | $270,000 | +4.2% | 1,924 | -1.6% | 0.19% | -2.6% |
| Q3 2017 | $259,000 | +4.4% | 1,956 | 0.0% | 0.19% | -0.5% |
| Q2 2017 | $248,000 | +4.2% | 1,956 | 0.0% | 0.20% | -2.5% |
| Q1 2017 | $238,000 | +13.9% | 1,956 | +3.9% | 0.20% | +5.8% |
| Q4 2016 | $209,000 | – | 1,883 | – | 0.19% | – |
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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% |