COBBLESTONE CAPITAL ADVISORS LLC /NY/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 650 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$30,456,479
-4.3%
212,492
-0.7%
2.26%
+0.5%
Q2 2023$31,834,737
+4.8%
213,900
-1.3%
2.25%
-0.7%
Q1 2023$30,373,910
+4.7%
216,647
-0.8%
2.26%
+2.1%
Q4 2022$29,017,687
+2.5%
218,408
-2.0%
2.22%
-6.1%
Q3 2022$28,317,000
-2.8%
222,779
+0.2%
2.36%
+5.8%
Q2 2022$29,137,000
-22.4%
222,250
-1.9%
2.23%
-12.4%
Q1 2022$37,531,000
-10.1%
226,555
-0.8%
2.55%
-5.0%
Q4 2021$41,752,000
+1.0%
228,325
+0.8%
2.68%
-5.0%
Q3 2021$41,320,000
-2.3%
226,586
+1.1%
2.82%
-1.4%
Q2 2021$42,277,000
+7.1%
224,173
+0.5%
2.86%
-0.3%
Q1 2021$39,470,000
-5.6%
223,105
-12.1%
2.87%
-11.0%
Q4 2020$41,822,000
+25.1%
253,957
-1.5%
3.22%
+11.7%
Q3 2020$33,439,000
-0.7%
257,775
-9.5%
2.88%
-5.3%
Q2 2020$33,691,000
+41.4%
284,700
+8.2%
3.04%
+18.1%
Q1 2020$23,830,000
-27.2%
263,202
+1.3%
2.58%
-13.0%
Q4 2019$32,727,000
+9.3%
259,761
+0.9%
2.96%
-0.7%
Q3 2019$29,951,000
-20.0%
257,462
-18.5%
2.99%
-11.5%
Q2 2019$37,441,000
-0.4%
315,741
-3.0%
3.38%
-4.0%
Q1 2019$37,584,000
+6.8%
325,515
-7.6%
3.52%
-2.9%
Q4 2018$35,180,000
-19.7%
352,474
-1.4%
3.62%
-12.1%
Q3 2018$43,829,000
+3.3%
357,436
-0.8%
4.12%
-1.7%
Q2 2018$42,429,000
+3.8%
360,175
-1.7%
4.19%
+1.2%
Q1 2018$40,889,000
-5.3%
366,519
-5.2%
4.14%
-3.5%
Q4 2017$43,177,000
+16.4%
386,441
+11.7%
4.29%
-6.1%
Q3 2017$37,078,000
+3.4%
346,107
-1.2%
4.57%
-1.9%
Q2 2017$35,845,000
+1.1%
350,422
-1.3%
4.66%
-1.4%
Q1 2017$35,471,000
-17.8%
355,104
-21.1%
4.72%
-20.7%
Q4 2016$43,144,000
+4.1%
449,884
-0.9%
5.95%
+1.5%
Q3 2016$41,442,000
+2.7%
454,055
-3.9%
5.87%
+2.0%
Q2 2016$40,340,000
+0.7%
472,253
-2.4%
5.75%
-1.6%
Q1 2016$40,052,000
-0.9%
483,714
+0.3%
5.84%
-3.8%
Q4 2015$40,414,000
+4.4%
482,264
+1.7%
6.07%
-1.7%
Q3 2015$38,703,000
-9.5%
474,130
+2.0%
6.18%
-4.0%
Q2 2015$42,769,000
+5.6%
464,931
+6.1%
6.44%
+2.7%
Q1 2015$40,514,000
+72.0%
438,135
+63.3%
6.26%
+49.5%
Q4 2014$23,554,000
+6.7%
268,295
+1.6%
4.19%
+2.9%
Q3 2014$22,067,000
-4.2%
264,020
+0.6%
4.07%
-5.7%
Q2 2014$23,024,000
+4.3%
262,407
+1.0%
4.32%
+1.3%
Q1 2014$22,070,000
+5.4%
259,712
+2.6%
4.26%
+6.7%
Q4 2013$20,938,000
+8.8%
253,175
+1.5%
3.99%
+1.6%
Q3 2013$19,241,000
+32.1%
249,490
+19.6%
3.93%
+22.9%
Q2 2013$14,570,000208,6433.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 260,438$30,070,0009.96%
FC Advisory LLC 121,705$14,052,0008.92%
Van Cleef Asset Management,Inc 325,052$37,531,0008.71%
Harfst & Associates, Inc. 133,295$15,390,0006.58%
Bridgeworth, LLC 132,087$15,251,0006.04%
RESTON WEALTH MANAGEMENT LLC 55,500$6,578,0005.27%
First National Bank of South Miami 42,291$4,883,0004.67%
Wilshire Advisors LLC 41,425$4,783,0004.48%
New England Private Wealth Advisors LLC 140,946$16,273,0004.22%
COLDSTREAM CAPITAL MANAGEMENT INC 408,355$47,148,0004.12%
View complete list of VANGUARD INDEX FDS shareholders