VANGUARD INDEX 500 FUND's ticker is and the CUSIP is 922908108.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $483,000 | +7.8% | 1,780 | +3.9% | 0.05% | +4.4% |
| Q1 2019 | $448,000 | +13.1% | 1,713 | +0.1% | 0.04% | -4.3% |
| Q4 2018 | $396,000 | -13.9% | 1,712 | +0.1% | 0.05% | +9.3% |
| Q3 2018 | $460,000 | +7.2% | 1,710 | +0.1% | 0.04% | +10.3% |
| Q2 2018 | $429,000 | +3.1% | 1,709 | +0.1% | 0.04% | -2.5% |
| Q1 2018 | $416,000 | -1.2% | 1,707 | +0.1% | 0.04% | 0.0% |
| Q4 2017 | $421,000 | – | 1,705 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEDGEWOOD INVESTORS INC /PA/ | 7,996 | $1,744,000 | 1.53% |
| Holloway Wealth Management, LLC | 4,489 | $979,000 | 0.62% |
| MASSMUTUAL TRUST CO FSB/ADV | 23,682 | $5,163,816,000 | 0.48% |
| Kalos Management, Inc. | 1,745 | $381,000 | 0.27% |
| Grassi Investment Management | 4,357 | $950,000 | 0.16% |
| MOODY LYNN & LIEBERSON, LLC | 5,226 | $1,139,000 | 0.16% |
| RIVERBRIDGE PARTNERS LLC | 30,698 | $6,694,000 | 0.13% |
| BTR CAPITAL MANAGEMENT INC | 2,330 | $508,000 | 0.11% |
| OUTFITTER ADVISORS, LTD. | 1,184 | $258,000 | 0.10% |
| NORTH STAR ASSET MANAGEMENT INC | 4,056 | $884,000 | 0.09% |