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 | $403,249 | -9.5% | 1,481 | -6.0% | 0.15% | -7.6% |
Q2 2023 | $445,608 | +10.0% | 1,575 | -3.0% | 0.16% | +5.3% |
Q1 2023 | $405,047 | +10.1% | 1,624 | -6.0% | 0.15% | +5.6% |
Q4 2022 | $367,986 | -0.0% | 1,727 | +0.3% | 0.14% | -10.7% |
Q3 2022 | $368,000 | -3.9% | 1,721 | +0.1% | 0.16% | +0.6% |
Q2 2022 | $383,000 | -22.6% | 1,720 | -0.1% | 0.16% | -19.8% |
Q1 2022 | $495,000 | -7.3% | 1,721 | +3.5% | 0.20% | -10.0% |
Q4 2021 | $534,000 | +2.9% | 1,663 | -7.0% | 0.22% | -8.4% |
Q3 2021 | $519,000 | -2.1% | 1,788 | -3.2% | 0.24% | +1.3% |
Q2 2021 | $530,000 | +12.3% | 1,847 | +0.7% | 0.24% | +3.5% |
Q1 2021 | $472,000 | -14.0% | 1,835 | -15.3% | 0.23% | -19.1% |
Q4 2020 | $549,000 | +8.3% | 2,167 | -2.8% | 0.28% | -8.7% |
Q3 2020 | $507,000 | +6.5% | 2,229 | -5.4% | 0.31% | +5.5% |
Q2 2020 | $476,000 | +12.0% | 2,355 | -13.3% | 0.29% | +1.4% |
Q1 2020 | $425,000 | -12.2% | 2,715 | +2.1% | 0.29% | +16.5% |
Q4 2019 | $484,000 | -1.8% | 2,658 | -10.3% | 0.25% | -4.6% |
Q3 2019 | $493,000 | -0.2% | 2,962 | -2.0% | 0.26% | +13.0% |
Q2 2019 | $494,000 | +0.6% | 3,023 | -3.6% | 0.23% | -5.3% |
Q1 2019 | $491,000 | +7.0% | 3,137 | -8.2% | 0.24% | -4.7% |
Q4 2018 | $459,000 | -11.2% | 3,416 | +6.3% | 0.26% | -12.4% |
Q3 2018 | $517,000 | +2.4% | 3,213 | -4.7% | 0.29% | -1.4% |
Q2 2018 | $505,000 | +0.2% | 3,371 | -5.2% | 0.30% | +1.4% |
Q1 2018 | $504,000 | +0.6% | 3,556 | -0.1% | 0.29% | -11.8% |
Q4 2017 | $501,000 | +3.9% | 3,561 | -2.0% | 0.33% | +2.5% |
Q3 2017 | $482,000 | -5.1% | 3,633 | -9.1% | 0.32% | -6.9% |
Q2 2017 | $508,000 | -1.9% | 3,996 | -6.2% | 0.35% | -1.7% |
Q1 2017 | $518,000 | +3.4% | 4,261 | -5.2% | 0.35% | -2.5% |
Q4 2016 | $501,000 | -1.4% | 4,495 | -0.7% | 0.36% | -0.3% |
Q3 2016 | $508,000 | +4.7% | 4,525 | 0.0% | 0.36% | +6.5% |
Q2 2016 | $485,000 | -14.9% | 4,525 | -15.5% | 0.34% | -17.5% |
Q1 2016 | $570,000 | -48.3% | 5,354 | -48.4% | 0.41% | -54.1% |
Q4 2015 | $1,103,000 | – | 10,372 | – | 0.90% | – |
Download |
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% |