VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,065,000 | -39.8% | 13,465 | -46.6% | 0.49% | -44.6% |
| Q2 2020 | $5,092,000 | +22.4% | 25,197 | -5.1% | 0.89% | +3.9% |
| Q1 2020 | $4,159,000 | -74.2% | 26,542 | -70.0% | 0.85% | -69.9% |
| Q4 2019 | $16,113,000 | -5.4% | 88,448 | -13.6% | 2.83% | -9.3% |
| Q3 2019 | $17,030,000 | -2.5% | 102,417 | -4.2% | 3.12% | -2.4% |
| Q2 2019 | $17,475,000 | +2.4% | 106,954 | -2.0% | 3.20% | -3.2% |
| Q1 2019 | $17,069,000 | +24.5% | 109,123 | +7.0% | 3.31% | +6.3% |
| Q4 2018 | $13,706,000 | -16.0% | 102,029 | +0.7% | 3.11% | -10.5% |
| Q3 2018 | $16,309,000 | +6.3% | 101,271 | -1.1% | 3.48% | +3.4% |
| Q2 2018 | $15,339,000 | +8.2% | 102,387 | +2.4% | 3.36% | +3.8% |
| Q1 2018 | $14,181,000 | -7.4% | 99,950 | -8.2% | 3.24% | -27.7% |
| Q4 2017 | $15,320,000 | +8.9% | 108,920 | +2.8% | 4.48% | -0.2% |
| Q3 2017 | $14,072,000 | +6.5% | 105,999 | +1.9% | 4.49% | +0.5% |
| Q2 2017 | $13,213,000 | +5.8% | 104,009 | +1.4% | 4.46% | +0.6% |
| Q1 2017 | $12,484,000 | +17.8% | 102,620 | +7.9% | 4.44% | +7.5% |
| Q4 2016 | $10,602,000 | +11.8% | 95,105 | +12.6% | 4.13% | +2.4% |
| Q3 2016 | $9,480,000 | +5.0% | 84,427 | +0.2% | 4.03% | -0.7% |
| Q2 2016 | $9,031,000 | +3.3% | 84,249 | +2.5% | 4.06% | -5.7% |
| Q1 2016 | $8,746,000 | +1.0% | 82,164 | +0.9% | 4.31% | -4.1% |
| Q4 2015 | $8,662,000 | +8.9% | 81,419 | +2.7% | 4.49% | -0.9% |
| Q3 2015 | $7,952,000 | +564.3% | 79,292 | +608.9% | 4.53% | +554.5% |
| Q2 2015 | $1,197,000 | +5.7% | 11,186 | +3.4% | 0.69% | +3.6% |
| Q1 2015 | $1,132,000 | -3.8% | 10,818 | -4.1% | 0.67% | -16.2% |
| Q4 2014 | $1,177,000 | +5.8% | 11,278 | +1.0% | 0.80% | -1.8% |
| Q3 2014 | $1,113,000 | +1.5% | 11,169 | +0.7% | 0.81% | +3.4% |
| Q2 2014 | $1,097,000 | -4.2% | 11,093 | -9.4% | 0.78% | -5.0% |
| Q1 2014 | $1,145,000 | +0.5% | 12,250 | +0.1% | 0.83% | -4.0% |
| Q4 2013 | $1,139,000 | – | 12,240 | – | 0.86% | – |
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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% |