VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 463 filers reported holding VANGUARD INDEX FDS in Q3 2016. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $4,675,000 | -3.4% | 41,934 | -2.8% | 3.28% | -1.1% |
| Q3 2016 | $4,842,000 | +0.9% | 43,124 | -3.6% | 3.32% | +1.4% |
| Q2 2016 | $4,798,000 | -8.7% | 44,754 | -9.3% | 3.27% | -16.0% |
| Q1 2016 | $5,255,000 | -2.7% | 49,364 | -2.8% | 3.89% | -7.6% |
| Q4 2015 | $5,403,000 | +4.2% | 50,782 | +7.2% | 4.21% | +3.2% |
| Q3 2015 | $5,187,000 | +49.9% | 47,392 | +46.6% | 4.08% | +49.5% |
| Q2 2015 | $3,460,000 | +87.5% | 32,323 | +83.2% | 2.73% | +82.2% |
| Q1 2015 | $1,845,000 | +253.4% | 17,640 | +252.4% | 1.50% | +281.2% |
| Q4 2014 | $522,000 | – | 5,005 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dougherty Wealth Advisers LLC | 68,943 | $15,367,000 | 28.68% |
| Bell Rock Capital LLC | 157,270 | $35,054,000 | 27.26% |
| Jentner Corp | 159,681 | $35,591,000 | 27.04% |
| Bromfield Sneider Wealth Advisors | 97,953 | $21,833,000 | 26.55% |
| Strategies Wealth Advisors, LLC | 295,234 | $65,804,800 | 18.88% |
| Safeguard Financial, LLC | 69,710 | $15,537,000 | 18.55% |
| Peninsula Wealth, LLC | 238,658 | $53,195,000 | 18.00% |
| EdgeRock Capital LLC | 111,291 | $24,806,000 | 16.98% |
| Benchmark Wealth Management, LLC | 102,961 | $22,949,000 | 16.89% |
| Corrigan Financial, Inc. | 206,867 | $46,108,552 | 16.69% |