EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,615 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,755,818
+0.4%
258,629
+10.7%
0.87%
+5.4%
Q2 2023$19,683,957
+10.4%
233,700
+8.9%
0.82%
+2.6%
Q1 2023$17,827,975
+10.5%
214,691
+9.8%
0.80%
+5.5%
Q4 2022$16,134,577
-1.2%
195,618
-4.0%
0.76%
-11.0%
Q3 2022$16,329,000
-6.8%
203,674
+5.9%
0.85%
-6.4%
Q2 2022$17,523,000
-23.8%
192,326
-9.4%
0.91%
-2.7%
Q1 2022$23,008,000
-2.0%
212,311
+4.9%
0.94%
-0.3%
Q4 2021$23,470,000
+27.6%
202,314
+12.0%
0.94%
+13.0%
Q3 2021$18,388,000
+10.4%
180,667
+10.4%
0.83%
+4.4%
Q2 2021$16,656,000
+37.8%
163,634
+24.3%
0.80%
+28.4%
Q1 2021$12,090,000
+51.8%
131,614
+40.3%
0.62%
+33.0%
Q4 2020$7,966,000
+28.6%
93,794
+19.6%
0.47%
+8.9%
Q3 2020$6,192,000
+7.9%
78,418
+7.3%
0.43%
-1.6%
Q2 2020$5,737,000
+6.2%
73,051
-5.5%
0.44%
-13.7%
Q1 2020$5,402,000
-1.9%
77,338
+30.3%
0.50%
+9.8%
Q4 2019$5,507,000
+6.0%
59,349
+6.5%
0.46%
-5.2%
Q3 2019$5,195,000
+7.2%
55,711
+0.5%
0.48%
+4.8%
Q2 2019$4,846,000
+14.5%
55,444
+13.8%
0.46%
+8.7%
Q1 2019$4,233,000
+139.8%
48,704
+105.7%
0.42%
+129.7%
Q4 2018$1,765,000
-7.0%
23,672
+0.6%
0.18%
+10.1%
Q3 2018$1,898,000
+16.9%
23,528
+18.1%
0.17%
+10.5%
Q2 2018$1,623,000
+2.3%
19,923
-5.2%
0.15%0.0%
Q1 2018$1,587,000
-25.9%
21,026
-18.5%
0.15%
-30.0%
Q4 2017$2,141,000
-26.9%
25,803
-26.8%
0.22%
-36.5%
Q3 2017$2,928,00035,2360.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders