VANGUARD SMALL CAP INDEX-INV's ticker is and the CUSIP is 922908702.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $236,000 | +5.4% | 3,487 | +1.0% | 0.04% | +4.8% |
| Q2 2017 | $224,000 | +2.3% | 3,454 | +0.6% | 0.04% | 0.0% |
| Q1 2017 | $219,000 | +3.8% | 3,434 | +0.7% | 0.04% | -2.3% |
| Q4 2016 | $211,000 | -19.2% | 3,411 | -30.1% | 0.04% | -28.3% |
| Q1 2016 | $261,000 | +2.4% | 4,883 | +1.7% | 0.06% | 0.0% |
| Q4 2015 | $255,000 | +4.1% | 4,803 | +1.5% | 0.06% | -1.6% |
| Q3 2015 | $245,000 | -7.9% | 4,732 | +3.3% | 0.06% | -16.4% |
| Q2 2015 | $266,000 | -1.5% | 4,581 | -0.6% | 0.07% | 0.0% |
| Q1 2015 | $270,000 | -5.3% | 4,610 | -9.6% | 0.07% | -7.6% |
| Q4 2014 | $285,000 | +7.1% | 5,101 | +1.6% | 0.08% | +8.2% |
| Q3 2014 | $266,000 | -7.0% | 5,019 | -1.8% | 0.07% | -5.2% |
| Q2 2014 | $286,000 | +4.4% | 5,110 | +0.6% | 0.08% | -3.8% |
| Q1 2014 | $274,000 | +4.2% | 5,077 | +1.5% | 0.08% | +3.9% |
| Q4 2013 | $263,000 | +7.8% | 5,001 | +0.6% | 0.08% | -3.8% |
| Q3 2013 | $244,000 | – | 4,970 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hemenway Trust Co LLC | 8,356 | $443,000 | 0.12% |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 21,655 | $1,148,000 | 0.07% |
| 1834 INVESTMENT ADVISORS CO | 4,803 | $255,000 | 0.06% |
| REILLY FINANCIAL ADVISORS, LLC | 11 | $1,000 | 0.00% |