VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,052 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.85 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $2,037,000 | -31.6% | 13,000 | -20.5% | 0.24% | -9.7% |
Q4 2019 | $2,978,000 | +9.5% | 16,350 | 0.0% | 0.27% | 0.0% |
Q3 2019 | $2,719,000 | +1.8% | 16,350 | 0.0% | 0.27% | +3.5% |
Q2 2019 | $2,671,000 | +4.5% | 16,350 | 0.0% | 0.26% | +1.6% |
Q1 2019 | $2,557,000 | +13.0% | 16,350 | -3.0% | 0.26% | +2.4% |
Q4 2018 | $2,263,000 | -17.1% | 16,850 | -0.6% | 0.25% | -1.2% |
Q3 2018 | $2,729,000 | +7.5% | 16,948 | 0.0% | 0.25% | +4.1% |
Q2 2018 | $2,539,000 | +6.2% | 16,948 | +0.6% | 0.24% | +3.0% |
Q1 2018 | $2,391,000 | +0.9% | 16,850 | 0.0% | 0.24% | +1.3% |
Q4 2017 | $2,370,000 | +13.7% | 16,850 | +7.3% | 0.23% | +11.0% |
Q3 2017 | $2,084,000 | +4.5% | 15,700 | 0.0% | 0.21% | -1.4% |
Q2 2017 | $1,995,000 | +4.5% | 15,700 | 0.0% | 0.21% | +3.4% |
Q1 2017 | $1,910,000 | +14.3% | 15,700 | 0.0% | 0.21% | +10.2% |
Q1 2016 | $1,671,000 | – | 15,700 | – | 0.19% | – |
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% |