VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 522 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $904,342 | -9.1% | 3,321 | -5.5% | 0.16% | -7.1% |
| Q2 2023 | $994,887 | +7.5% | 3,516 | -5.3% | 0.17% | +5.0% |
| Q1 2023 | $925,672 | +17.0% | 3,711 | 0.0% | 0.16% | +14.3% |
| Q4 2022 | $790,851 | -0.4% | 3,711 | 0.0% | 0.14% | -7.9% |
| Q3 2022 | $794,000 | -4.7% | 3,711 | -0.7% | 0.15% | +2.0% |
| Q2 2022 | $833,000 | -28.3% | 3,736 | -7.4% | 0.15% | -19.0% |
| Q1 2022 | $1,161,000 | -4.3% | 4,036 | 0.0% | 0.18% | -1.1% |
| Q4 2021 | $1,213,000 | +2.7% | 4,036 | -0.9% | 0.19% | -3.6% |
| Q3 2021 | $1,181,000 | -8.6% | 4,071 | -9.6% | 0.19% | -9.0% |
| Q2 2021 | $1,292,000 | +15.7% | 4,505 | +3.7% | 0.21% | +8.7% |
| Q1 2021 | $1,117,000 | -0.9% | 4,345 | -2.4% | 0.20% | +2.1% |
| Q4 2020 | $1,127,000 | +10.1% | 4,450 | -1.1% | 0.19% | +31.7% |
| Q3 2020 | $1,024,000 | +10.5% | 4,500 | -1.9% | 0.14% | +2.8% |
| Q2 2020 | $927,000 | +28.9% | 4,588 | 0.0% | 0.14% | +6.0% |
| Q1 2020 | $719,000 | -20.6% | 4,588 | -7.8% | 0.13% | -8.3% |
| Q4 2019 | $906,000 | -0.8% | 4,974 | -6.1% | 0.14% | -2.0% |
| Q3 2019 | $913,000 | -19.8% | 5,298 | -24.0% | 0.15% | -69.4% |
| Q2 2019 | $1,139,000 | +0.5% | 6,968 | -3.8% | 0.48% | -4.9% |
| Q1 2019 | $1,133,000 | +16.4% | 7,243 | 0.0% | 0.51% | +3.9% |
| Q4 2018 | $973,000 | -25.8% | 7,243 | -11.1% | 0.49% | -16.8% |
| Q3 2018 | $1,312,000 | +5.0% | 8,144 | -2.3% | 0.59% | -3.8% |
| Q2 2018 | $1,249,000 | +5.7% | 8,334 | 0.0% | 0.61% | +3.2% |
| Q1 2018 | $1,182,000 | -4.9% | 8,334 | -5.7% | 0.59% | -2.6% |
| Q4 2017 | $1,243,000 | +4.6% | 8,834 | -1.3% | 0.61% | +2.7% |
| Q3 2017 | $1,188,000 | -1.5% | 8,949 | -5.7% | 0.59% | -4.4% |
| Q2 2017 | $1,206,000 | +3.1% | 9,494 | -1.3% | 0.62% | -0.5% |
| Q1 2017 | $1,170,000 | +10.2% | 9,620 | +1.0% | 0.62% | +11.1% |
| Q4 2016 | $1,062,000 | – | 9,525 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 150,486 | $43,280,000 | 31.36% |
| Bromfield Sneider Wealth Advisors | 98,974 | $28,465,000 | 29.88% |
| Axiom Advisory, LLC | 92,526 | $26,611,000 | 22.13% |
| Strategies Wealth Advisors, LLC | 261,887 | $75,318,746 | 20.14% |
| Peninsula Wealth, LLC | 238,486 | $68,589,000 | 19.54% |
| Benchmark Wealth Management, LLC | 98,896 | $28,442,000 | 19.13% |
| Dougherty Wealth Advisers LLC | 42,952 | $12,353,000 | 18.64% |
| Corrigan Financial, Inc. | 204,558 | $58,830,771 | 18.60% |
| Avory & Company, LLC | 101,636 | $29,231,000 | 18.30% |
| Merit Financial Group, LLC | 999,489 | $287,453,000 | 17.34% |