BOSTON FAMILY OFFICE LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,218 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 8.16 and the average weighting 1.0%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,412
-8.3%
16,852
-5.4%
0.10%
-8.1%
Q1 2024$1,540
-3.6%
17,805
-1.6%
0.11%
-7.5%
Q4 2023$1,598
+18.9%
18,088
+1.8%
0.12%
+9.1%
Q3 2023$1,344
+3.1%
17,761
+13.9%
0.11%
+10.0%
Q2 2023$1,304
+8.7%
15,595
+8.0%
0.10%
+4.2%
Q1 2023$1,200
+8.7%
14,442
+7.9%
0.10%
+4.3%
Q4 2022$1,104
-99.9%
13,382
-0.0%
0.09%
-3.2%
Q3 2022$1,074,000
-14.0%
13,386
-2.3%
0.10%
-8.7%
Q2 2022$1,249,000
-15.9%
13,7070.0%0.10%
-1.9%
Q1 2022$1,485,000
-3.9%
13,707
+2.9%
0.11%
+6.0%
Q4 2021$1,545,000
+13.4%
13,319
-0.4%
0.10%
+1.0%
Q3 2021$1,362,0000.0%13,3790.0%0.10%
+2.1%
Q2 2021$1,362,000
+8.0%
13,379
-2.6%
0.10%
+2.1%
Q1 2021$1,261,000
+10.7%
13,733
+2.4%
0.10%
+8.0%
Q4 2020$1,139,000
+8.7%
13,413
+1.0%
0.09%
-7.4%
Q3 2020$1,048,000
-1.5%
13,276
-2.1%
0.10%
-7.8%
Q2 2020$1,064,000
+7.6%
13,555
-4.2%
0.10%
-12.0%
Q1 2020$989,000
-24.1%
14,155
+0.8%
0.12%
-5.6%
Q4 2019$1,303,000
-0.4%
14,044
+0.1%
0.12%
-8.8%
Q3 2019$1,308,000
+5.3%
14,028
-1.3%
0.14%
+5.4%
Q2 2019$1,242,000
-2.2%
14,216
-2.7%
0.13%
-5.8%
Q1 2019$1,270,000
+15.0%
14,616
-1.3%
0.14%0.0%
Q4 2018$1,104,000
-10.1%
14,807
-2.7%
0.14%
+6.2%
Q3 2018$1,228,000
-0.6%
15,215
+0.3%
0.13%
-7.9%
Q2 2018$1,236,000
+4.0%
15,170
-3.6%
0.14%
+3.7%
Q1 2018$1,188,000
+6.5%
15,742
+17.1%
0.14%
+10.7%
Q4 2017$1,115,000
-12.1%
13,441
-12.0%
0.12%
-15.3%
Q3 2017$1,269,000
-9.5%
15,276
-9.3%
0.14%
-13.3%
Q2 2017$1,402,000
-0.4%
16,846
-1.1%
0.17%
-4.0%
Q1 2017$1,407,000
+7.7%
17,039
+7.6%
0.17%
+1.8%
Q4 2016$1,307,000
-6.0%
15,839
-1.2%
0.17%
-5.6%
Q3 2016$1,390,000
+3.3%
16,027
+5.6%
0.18%
+3.4%
Q2 2016$1,345,000
+20.0%
15,170
+13.4%
0.17%
+17.6%
Q1 2016$1,121,000
+10.0%
13,377
+4.7%
0.15%
+6.5%
Q4 2015$1,019,000
+15.9%
12,777
+9.8%
0.14%
+13.9%
Q3 2015$879,000
+6.8%
11,633
+5.5%
0.12%
+18.4%
Q2 2015$823,000
+30.4%
11,023
+47.2%
0.10%
+32.1%
Q1 2015$631,000
+4.0%
7,4880.0%0.08%
+2.6%
Q4 2014$607,000
+8.0%
7,488
-4.3%
0.08%
+5.6%
Q3 2014$562,000
-3.9%
7,8230.0%0.07%
-2.7%
Q2 2014$585,000
-44.7%
7,823
-47.8%
0.07%
+5.7%
Q1 2014$1,058,000
+129.0%
14,988
+109.4%
0.07%
+14.8%
Q4 2013$462,000
-0.2%
7,159
+2.2%
0.06%
-7.6%
Q3 2013$463,000
-6.7%
7,002
-3.1%
0.07%
-12.0%
Q2 2013$496,0007,2230.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders