VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 460 filers reported holding VANGUARD INDEX FDS in Q2 2016. The put-call ratio across all filers is 1.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $698,475 | -29.6% | 2,565 | -26.8% | 0.00% | -25.0% |
Q2 2023 | $991,491 | -33.1% | 3,504 | -41.0% | 0.00% | -33.3% |
Q1 2023 | $1,482,671 | +17.0% | 5,944 | 0.0% | 0.01% | +20.0% |
Q4 2022 | $1,266,725 | +1.9% | 5,944 | +2.3% | 0.01% | 0.0% |
Q3 2022 | $1,243,000 | +3.2% | 5,812 | +7.5% | 0.01% | 0.0% |
Q2 2022 | $1,204,000 | -22.2% | 5,404 | +0.4% | 0.01% | 0.0% |
Q1 2022 | $1,548,000 | -10.5% | 5,383 | -0.1% | 0.01% | -16.7% |
Q4 2021 | $1,729,000 | +12.5% | 5,387 | +1.6% | 0.01% | 0.0% |
Q3 2021 | $1,537,000 | +3.9% | 5,300 | +2.8% | 0.01% | +20.0% |
Q2 2021 | $1,479,000 | +11.6% | 5,158 | 0.0% | 0.01% | -16.7% |
Q1 2021 | $1,325,000 | +25.4% | 5,158 | +23.6% | 0.01% | +20.0% |
Q4 2020 | $1,057,000 | +30.7% | 4,173 | +17.3% | 0.01% | +25.0% |
Q3 2020 | $809,000 | +17.1% | 3,558 | +3.9% | 0.00% | 0.0% |
Q2 2020 | $691,000 | -1.6% | 3,424 | -23.7% | 0.00% | -20.0% |
Q1 2020 | $702,000 | +26.5% | 4,486 | +47.0% | 0.01% | +66.7% |
Q4 2019 | $555,000 | +9.5% | 3,051 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $507,000 | +1.8% | 3,051 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $498,000 | +4.4% | 3,051 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $477,000 | +38.7% | 3,051 | +19.0% | 0.00% | +50.0% |
Q4 2018 | $344,000 | -16.5% | 2,563 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $412,000 | +13.2% | 2,563 | +5.3% | 0.00% | 0.0% |
Q2 2018 | $364,000 | +5.5% | 2,434 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $345,000 | +0.9% | 2,434 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $342,000 | +280.0% | 2,434 | +256.9% | 0.00% | +100.0% |
Q3 2017 | $90,000 | +4.7% | 682 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $86,000 | +473.3% | 682 | +424.6% | 0.00% | – |
Q1 2017 | $15,000 | +7.1% | 130 | 0.0% | 0.00% | – |
Q4 2016 | $14,000 | 0.0% | 130 | 0.0% | 0.00% | – |
Q3 2016 | $14,000 | +7.7% | 130 | 0.0% | 0.00% | – |
Q2 2016 | $13,000 | – | 130 | – | 0.00% | – |
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% |