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 | $52,254,784 | -2.9% | 191,894 | +0.9% | 2.07% | +1.8% |
| Q2 2023 | $53,808,940 | +12.6% | 190,164 | -0.7% | 2.04% | +7.8% |
| Q1 2023 | $47,775,611 | +18417.7% | 191,531 | +10343.3% | 1.89% | +20888.9% |
| Q4 2017 | $258,000 | +1.6% | 1,834 | -4.0% | 0.01% | 0.0% |
| Q3 2017 | $254,000 | +4.5% | 1,910 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $243,000 | +4.7% | 1,910 | 0.0% | 0.01% | +12.5% |
| Q1 2017 | $232,000 | +8.9% | 1,910 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $213,000 | -5.8% | 1,910 | -5.0% | 0.01% | -11.1% |
| Q3 2016 | $226,000 | +5.1% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $215,000 | +0.5% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $214,000 | -20.1% | 2,010 | -20.2% | 0.01% | -25.0% |
| Q4 2015 | $268,000 | -1.8% | 2,520 | -7.4% | 0.01% | 0.0% |
| Q3 2015 | $273,000 | -6.2% | 2,721 | 0.0% | 0.01% | +9.1% |
| Q2 2015 | $291,000 | +2.1% | 2,721 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $285,000 | +0.4% | 2,721 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $284,000 | +4.8% | 2,721 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $271,000 | +3.0% | 2,721 | +2.3% | 0.01% | 0.0% |
| Q2 2014 | $263,000 | – | 2,660 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
| Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
| Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
| Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
| Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
| Jentner Corp | 169,347 | $27,272,000 | 22.63% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
| Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
| INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
| McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |