VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 722 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.70 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,647,168 | -8.5% | 20,739 | -4.9% | 0.50% | -3.5% |
Q2 2023 | $6,173,341 | +7.7% | 21,818 | -5.0% | 0.52% | +6.1% |
Q1 2023 | $5,730,631 | +10.6% | 22,975 | -5.5% | 0.49% | +9.9% |
Q4 2022 | $5,182,417 | -1.3% | 24,319 | -0.9% | 0.44% | -9.2% |
Q3 2022 | $5,250,000 | -5.4% | 24,538 | -1.4% | 0.49% | +0.8% |
Q2 2022 | $5,549,000 | -25.6% | 24,897 | -4.0% | 0.49% | -13.1% |
Q1 2022 | $7,459,000 | -11.3% | 25,935 | -1.1% | 0.56% | -5.1% |
Q4 2021 | $8,413,000 | +8.6% | 26,222 | -1.8% | 0.59% | +4.8% |
Q3 2021 | $7,746,000 | +3.1% | 26,697 | +1.9% | 0.56% | +3.5% |
Q2 2021 | $7,512,000 | +25.0% | 26,192 | +12.0% | 0.54% | +19.6% |
Q1 2021 | $6,011,000 | +2.3% | 23,383 | +0.8% | 0.45% | -2.6% |
Q4 2020 | $5,876,000 | +5.0% | 23,196 | -5.7% | 0.47% | +1.5% |
Q3 2020 | $5,597,000 | +10.1% | 24,589 | -2.2% | 0.46% | +9.3% |
Q2 2020 | $5,082,000 | +35.7% | 25,149 | +5.2% | 0.42% | +28.8% |
Q1 2020 | $3,744,000 | -2.5% | 23,899 | +13.4% | 0.33% | -5.2% |
Q4 2019 | $3,840,000 | +9.3% | 21,079 | -0.3% | 0.34% | -0.6% |
Q3 2019 | $3,514,000 | -0.7% | 21,137 | -2.4% | 0.35% | +1.2% |
Q2 2019 | $3,538,000 | +25.5% | 21,653 | +20.1% | 0.34% | +24.8% |
Q1 2019 | $2,819,000 | +12.6% | 18,029 | -3.3% | 0.27% | -2.1% |
Q4 2018 | $2,504,000 | -19.3% | 18,645 | -3.2% | 0.28% | -8.2% |
Q3 2018 | $3,101,000 | -22.3% | 19,256 | -27.7% | 0.30% | -15.7% |
Q2 2018 | $3,990,000 | +3.3% | 26,638 | -2.1% | 0.36% | +4.6% |
Q1 2018 | $3,861,000 | -20.6% | 27,208 | -21.3% | 0.35% | -29.4% |
Q4 2017 | $4,863,000 | +3.5% | 34,568 | -2.4% | 0.49% | +0.6% |
Q3 2017 | $4,699,000 | +2.0% | 35,406 | -2.4% | 0.49% | -5.6% |
Q2 2017 | $4,606,000 | -15.4% | 36,262 | -19.0% | 0.52% | -14.1% |
Q1 2017 | $5,445,000 | +4.1% | 44,760 | -4.6% | 0.60% | +2.4% |
Q4 2016 | $5,229,000 | -9.3% | 46,911 | -8.6% | 0.59% | -7.4% |
Q3 2016 | $5,764,000 | -19.0% | 51,337 | -22.7% | 0.63% | -19.9% |
Q2 2016 | $7,120,000 | +1.2% | 66,415 | +0.5% | 0.79% | +1.0% |
Q1 2016 | $7,038,000 | – | 66,117 | – | 0.78% | – |
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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% |