VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 362 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.67 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,297 | -3.7% | 1,496 | +0.1% | 0.10% | -1.0% |
| Q2 2023 | $423,032 | +21.2% | 1,495 | +6.9% | 0.10% | +11.7% |
| Q1 2023 | $349,037 | +17.1% | 1,399 | +0.1% | 0.09% | +16.0% |
| Q4 2022 | $298,014 | -0.3% | 1,398 | +0.1% | 0.08% | -1.2% |
| Q3 2022 | $299,000 | -3.9% | 1,397 | +0.1% | 0.08% | +6.5% |
| Q2 2022 | $311,000 | -22.4% | 1,396 | 0.0% | 0.08% | -9.4% |
| Q1 2022 | $401,000 | -25.0% | 1,396 | -16.2% | 0.08% | -14.1% |
| Q4 2021 | $535,000 | +6.8% | 1,666 | -3.5% | 0.10% | -2.9% |
| Q3 2021 | $501,000 | +89.8% | 1,727 | +87.9% | 0.10% | +100.0% |
| Q2 2021 | $264,000 | +11.9% | 919 | +0.1% | 0.05% | -5.6% |
| Q1 2021 | $236,000 | -28.9% | 918 | -29.9% | 0.05% | -30.8% |
| Q4 2020 | $332,000 | +11.8% | 1,309 | +0.4% | 0.08% | +1.3% |
| Q3 2020 | $297,000 | +12.9% | 1,304 | +0.2% | 0.08% | -2.5% |
| Q2 2020 | $263,000 | +5.6% | 1,302 | -4.6% | 0.08% | +2.6% |
| Q4 2019 | $249,000 | -6.4% | 1,365 | +0.3% | 0.08% | +2.7% |
| Q3 2019 | $266,000 | +26.1% | 1,361 | +0.4% | 0.08% | +4.2% |
| Q2 2019 | $211,000 | 0.0% | 1,355 | +0.3% | 0.07% | -4.0% |
| Q1 2019 | $211,000 | -17.9% | 1,351 | -15.5% | 0.08% | -3.8% |
| Q3 2018 | $257,000 | +7.5% | 1,598 | 0.0% | 0.08% | -13.3% |
| Q2 2018 | $239,000 | +8.1% | 1,598 | +0.3% | 0.09% | +8.4% |
| Q1 2018 | $221,000 | -54.1% | 1,593 | -50.0% | 0.08% | +9.2% |
| Q4 2017 | $481,000 | +129.0% | 3,187 | +101.2% | 0.08% | -22.4% |
| Q3 2014 | $210,000 | – | 1,584 | – | 0.10% | – |
Download | ||||||
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% |