APPROPRIATE BALANCE FINANCIAL SERVICES INC. - VANGUARD INDEX FDS ownership

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
APPROPRIATE BALANCE FINANCIAL SERVICES INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2017$22,871,000
+18.2%
3,036
+23.6%
1.14%
+15.7%
Q2 2017$19,343,000
+27.2%
2,457
+32.9%
0.98%
+29.0%
Q1 2017$15,204,000
+1367.6%
1,849
-80.1%
0.76%
+19.8%
Q4 2016$1,036,000
+111.9%
9,299
+113.3%
0.64%
+102.2%
Q3 2016$489,000
+24.7%
4,360
+19.0%
0.31%
+21.2%
Q2 2016$392,0003,6640.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2016
NameSharesValueWeighting ↓
Merit Financial Group, LLC 1,115,282$323,621,00033.87%
Jentner Corp 152,879$44,361,00030.28%
Peninsula Wealth, LLC 254,681$73,901,00023.46%
Mosaic Family Wealth, LLC 265,135$76,934,00021.31%
OGOREK ANTHONY JOSEPH /NY/ /ADV 153,754$44,614,00020.36%
TL Private Wealth 116,678$36,099,00019.73%
Benchmark Wealth Management, LLC 92,271$26,774,00018.82%
Corrigan Financial, Inc. 209,121$60,680,57618.55%
Avory & Company, LLC 101,636$29,492,00018.22%
Dougherty Wealth Advisers LLC 40,132$11,645,00017.33%
View complete list of VANGUARD INDEX FDS shareholders