VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 617 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 2.17 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $35,874,391 | +19.1% | 131,741 | +23.7% | 3.53% | +26.6% |
Q2 2023 | $30,128,166 | +19.9% | 106,475 | +5.7% | 2.79% | +22.0% |
Q1 2023 | $25,137,066 | -12.8% | 100,774 | -25.5% | 2.29% | -14.1% |
Q4 2022 | $28,838,684 | +20.1% | 135,323 | +20.5% | 2.66% | +15.3% |
Q3 2022 | $24,018,000 | +1.1% | 112,258 | +5.3% | 2.31% | +8.5% |
Q2 2022 | $23,756,000 | -22.0% | 106,585 | +0.7% | 2.13% | -12.0% |
Q1 2022 | $30,453,000 | -34.0% | 105,887 | -26.4% | 2.42% | -31.3% |
Q4 2021 | $46,142,000 | +9.4% | 143,789 | -1.1% | 3.52% | +3.9% |
Q3 2021 | $42,187,000 | -9.0% | 145,388 | -10.0% | 3.39% | -7.8% |
Q2 2021 | $46,349,000 | +3.7% | 161,603 | -7.0% | 3.68% | -1.2% |
Q1 2021 | $44,677,000 | -15.3% | 173,813 | -16.5% | 3.72% | -22.4% |
Q4 2020 | $52,756,000 | +11.4% | 208,245 | +0.1% | 4.80% | +1.3% |
Q3 2020 | $47,363,000 | +9.8% | 208,089 | -2.5% | 4.73% | +6.1% |
Q2 2020 | $43,126,000 | +24.3% | 213,401 | -3.6% | 4.46% | +7.3% |
Q1 2020 | $34,694,000 | -21.0% | 221,418 | -8.2% | 4.16% | +0.3% |
Q4 2019 | $43,937,000 | +9.9% | 241,184 | +0.4% | 4.14% | +5.8% |
Q3 2019 | $39,962,000 | +10.5% | 240,331 | +8.6% | 3.92% | +9.7% |
Q2 2019 | $36,174,000 | +2.3% | 221,394 | -2.0% | 3.57% | -0.5% |
Q1 2019 | $35,350,000 | +13.7% | 225,992 | -2.4% | 3.59% | +1.6% |
Q4 2018 | $31,098,000 | -31.7% | 231,502 | -18.1% | 3.53% | -22.5% |
Q3 2018 | $45,530,000 | +16.4% | 282,722 | +8.2% | 4.56% | -0.8% |
Q2 2018 | $39,131,000 | +31.6% | 261,203 | +24.7% | 4.59% | +43.1% |
Q1 2018 | $29,727,000 | +39.2% | 209,523 | +38.0% | 3.21% | +37.0% |
Q4 2017 | $21,354,000 | +113.0% | 151,819 | +101.1% | 2.34% | +104.5% |
Q3 2017 | $10,023,000 | +1.5% | 75,509 | -2.8% | 1.15% | -0.1% |
Q2 2017 | $9,873,000 | -6.8% | 77,716 | -10.7% | 1.15% | -10.1% |
Q1 2017 | $10,593,000 | +33.2% | 87,072 | +22.1% | 1.28% | +21.2% |
Q4 2016 | $7,950,000 | -14.6% | 71,323 | -14.0% | 1.05% | -8.0% |
Q3 2016 | $9,311,000 | -12.1% | 82,921 | -16.1% | 1.14% | -16.4% |
Q2 2016 | $10,598,000 | -47.4% | 98,866 | -47.7% | 1.37% | -50.1% |
Q1 2016 | $20,140,000 | +5.0% | 189,200 | +4.9% | 2.74% | +4.0% |
Q4 2015 | $19,190,000 | +8.4% | 180,378 | +2.1% | 2.64% | +6.3% |
Q3 2015 | $17,710,000 | +516.9% | 176,582 | +558.3% | 2.48% | +545.8% |
Q2 2015 | $2,871,000 | -15.7% | 26,823 | -17.6% | 0.38% | -14.9% |
Q1 2015 | $3,407,000 | +1.4% | 32,571 | +1.2% | 0.45% | -2.0% |
Q4 2014 | $3,361,000 | +4.1% | 32,193 | -0.6% | 0.46% | +0.9% |
Q3 2014 | $3,229,000 | -16.0% | 32,394 | -16.6% | 0.46% | +4.8% |
Q2 2014 | $3,843,000 | -12.6% | 38,856 | -17.4% | 0.44% | -14.5% |
Q1 2014 | $4,396,000 | +7.9% | 47,033 | +7.4% | 0.51% | +5.8% |
Q4 2013 | $4,074,000 | +14.4% | 43,783 | +4.1% | 0.48% | +8.6% |
Q3 2013 | $3,560,000 | +2.2% | 42,065 | -5.7% | 0.44% | -2.0% |
Q2 2013 | $3,485,000 | – | 44,585 | – | 0.45% | – |
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% |