VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 522 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $67,261 | -26.1% | 247 | -55.7% | 0.02% | -37.5% |
Q2 2019 | $91,000 | +225.0% | 557 | +211.2% | 0.03% | +220.0% |
Q1 2019 | $28,000 | +40.0% | 179 | +21.8% | 0.01% | +25.0% |
Q4 2018 | $20,000 | -16.7% | 147 | 0.0% | 0.01% | -11.1% |
Q3 2018 | $24,000 | +9.1% | 147 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $22,000 | -4.3% | 147 | -8.1% | 0.01% | 0.0% |
Q1 2018 | $23,000 | -54.9% | 160 | -55.9% | 0.01% | -55.0% |
Q4 2017 | $51,000 | +6.2% | 363 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $48,000 | +4.3% | 363 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $46,000 | +170.6% | 363 | +163.0% | 0.02% | +150.0% |
Q1 2017 | $17,000 | +21.4% | 138 | +7.0% | 0.01% | +33.3% |
Q4 2016 | $14,000 | 0.0% | 129 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $14,000 | +600.0% | 129 | +545.0% | 0.01% | +500.0% |
Q2 2016 | $2,000 | -92.9% | 20 | -92.3% | 0.00% | -92.3% |
Q1 2016 | $28,000 | 0.0% | 260 | 0.0% | 0.01% | -7.1% |
Q4 2015 | $28,000 | +7.7% | 260 | 0.0% | 0.01% | +7.7% |
Q3 2015 | $26,000 | -7.1% | 260 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $28,000 | +12.0% | 260 | +8.3% | 0.01% | +18.2% |
Q1 2015 | $25,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $25,000 | – | 240 | – | 0.01% | – |
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% |