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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,064,189 | -1.1% | 55,320 | +2.8% | 0.31% | +2.0% |
Q2 2023 | $15,226,644 | +14.7% | 53,812 | +1.1% | 0.30% | +8.5% |
Q1 2023 | $13,270,707 | +9.7% | 53,202 | -6.2% | 0.28% | +2.2% |
Q4 2022 | $12,093,566 | +12.2% | 56,748 | +12.7% | 0.28% | +9.1% |
Q3 2022 | $10,776,000 | +5.8% | 50,366 | +10.2% | 0.25% | +15.1% |
Q2 2022 | $10,190,000 | -21.4% | 45,717 | +1.4% | 0.22% | -6.4% |
Q1 2022 | $12,966,000 | -1.9% | 45,084 | +9.5% | 0.23% | +1.3% |
Q4 2021 | $13,214,000 | +15.2% | 41,175 | +4.2% | 0.23% | +7.4% |
Q3 2021 | $11,470,000 | +0.3% | 39,531 | -0.8% | 0.22% | +4.9% |
Q2 2021 | $11,430,000 | +15.6% | 39,851 | +3.6% | 0.20% | +4.1% |
Q1 2021 | $9,884,000 | +0.2% | 38,454 | -1.3% | 0.20% | -5.3% |
Q4 2020 | $9,866,000 | +11.7% | 38,944 | +0.4% | 0.21% | -5.9% |
Q3 2020 | $8,831,000 | +10.0% | 38,798 | -2.4% | 0.22% | +6.2% |
Q2 2020 | $8,031,000 | +14.5% | 39,737 | -11.2% | 0.21% | -2.3% |
Q1 2020 | $7,014,000 | -17.3% | 44,765 | -3.9% | 0.21% | +1.4% |
Q4 2019 | $8,485,000 | +23.1% | 46,578 | +12.4% | 0.21% | +11.7% |
Q3 2019 | $6,891,000 | +5.6% | 41,437 | +3.8% | 0.19% | +6.2% |
Q2 2019 | $6,523,000 | -0.5% | 39,919 | -4.7% | 0.18% | +1.1% |
Q1 2019 | $6,556,000 | +30.5% | 41,909 | +12.1% | 0.18% | +11.5% |
Q4 2018 | $5,022,000 | -18.0% | 37,391 | -1.7% | 0.16% | +0.6% |
Q3 2018 | $6,123,000 | +13.5% | 38,027 | +5.6% | 0.16% | +6.8% |
Q2 2018 | $5,396,000 | +11.5% | 36,021 | +5.6% | 0.15% | +17.7% |
Q1 2018 | $4,839,000 | +8.4% | 34,106 | +7.5% | 0.12% | +7.8% |
Q4 2017 | $4,462,000 | +3.7% | 31,725 | -2.1% | 0.12% | 0.0% |
Q3 2017 | $4,302,000 | +5.3% | 32,404 | +0.8% | 0.12% | +1.8% |
Q2 2017 | $4,085,000 | +4.2% | 32,155 | -0.2% | 0.11% | +1.8% |
Q1 2017 | $3,919,000 | +7.8% | 32,215 | -1.2% | 0.11% | +4.7% |
Q4 2016 | $3,634,000 | +3.2% | 32,598 | +4.0% | 0.11% | +2.9% |
Q3 2016 | $3,521,000 | +15.1% | 31,357 | +9.9% | 0.10% | +13.2% |
Q2 2016 | $3,058,000 | -11.1% | 28,526 | -11.7% | 0.09% | -12.5% |
Q1 2016 | $3,440,000 | +45.3% | 32,313 | +45.2% | 0.10% | +48.6% |
Q4 2015 | $2,368,000 | +2.8% | 22,256 | -3.1% | 0.07% | 0.0% |
Q3 2015 | $2,303,000 | +4.4% | 22,961 | +11.5% | 0.07% | +14.8% |
Q2 2015 | $2,205,000 | +6.2% | 20,601 | +3.8% | 0.06% | +7.0% |
Q1 2015 | $2,076,000 | -0.4% | 19,849 | -0.6% | 0.06% | -5.0% |
Q4 2014 | $2,084,000 | +25.5% | 19,959 | +19.8% | 0.06% | +22.4% |
Q3 2014 | $1,660,000 | +2.8% | 16,655 | +2.0% | 0.05% | 0.0% |
Q2 2014 | $1,615,000 | +2.2% | 16,328 | -3.4% | 0.05% | +4.3% |
Q1 2014 | $1,581,000 | -17.4% | 16,910 | -17.8% | 0.05% | -23.0% |
Q4 2013 | $1,915,000 | -0.3% | 20,580 | -9.3% | 0.06% | -9.0% |
Q3 2013 | $1,920,000 | +3.4% | 22,689 | -4.5% | 0.07% | -6.9% |
Q2 2013 | $1,856,000 | – | 23,746 | – | 0.07% | – |
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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% |