ProVise Management Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,426 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 2.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$451,615
-11.6%
5,969
-2.4%
0.04%
-8.7%
Q2 2023$510,802
+3.1%
6,113
+2.4%
0.05%
-2.1%
Q1 2023$495,666
-9.9%
5,969
-10.5%
0.05%
-16.1%
Q4 2022$550,059
-4.7%
6,669
-7.4%
0.06%
-12.5%
Q3 2022$577,000
-13.1%
7,200
-1.1%
0.06%
-9.9%
Q2 2022$664,000
-30.0%
7,283
-16.8%
0.07%
-21.1%
Q1 2022$949,000
+3.4%
8,753
+10.7%
0.09%
+8.4%
Q4 2021$918,000
+10.6%
7,909
-3.1%
0.08%
+1.2%
Q3 2021$830,000
-7.8%
8,159
-7.7%
0.08%
-10.9%
Q2 2021$900,000
+9.1%
8,841
-1.6%
0.09%
+3.4%
Q1 2021$825,000
+2.2%
8,983
-5.5%
0.09%
-4.3%
Q4 2020$807,000
-1.7%
9,503
-8.7%
0.09%
-15.5%
Q3 2020$821,000
-53.0%
10,403
-53.2%
0.11%
-56.0%
Q2 2020$1,745,000
-0.6%
22,219
-11.6%
0.25%
-15.0%
Q1 2020$1,755,000
-27.5%
25,121
-3.7%
0.29%
-1.3%
Q4 2019$2,420,000
+2.0%
26,081
+2.5%
0.30%
-5.4%
Q3 2019$2,373,000
+2.5%
25,450
-3.9%
0.32%
+1.6%
Q2 2019$2,315,000
+2.1%
26,492
+1.5%
0.31%
-2.5%
Q1 2019$2,268,000
+48.1%
26,098
+27.1%
0.32%
+31.4%
Q4 2018$1,531,000
-1.4%
20,537
+6.7%
0.24%
+18.6%
Q3 2018$1,553,000
+1.4%
19,248
+2.3%
0.20%
+77.4%
Q2 2018$1,532,000
+28.0%
18,808
+18.7%
0.12%
-34.7%
Q1 2018$1,197,000
-24.8%
15,850
-17.4%
0.18%
-22.8%
Q4 2017$1,592,000
+12.1%
19,180
+12.2%
0.23%
+10.7%
Q3 2017$1,420,000
+0.5%
17,095
+0.6%
0.21%
-3.7%
Q2 2017$1,413,000
-9.9%
16,986
-10.6%
0.21%
-15.1%
Q1 2017$1,569,000
-6.1%
19,001
-6.1%
0.25%
-11.3%
Q4 2016$1,671,000
-10.1%
20,244
-5.5%
0.28%
-11.8%
Q3 2016$1,859,000
-4.4%
21,433
-2.2%
0.32%
-10.1%
Q2 2016$1,944,000
+2.5%
21,923
-3.1%
0.36%
-8.0%
Q1 2016$1,896,000
+11.2%
22,634
+5.9%
0.39%
+8.7%
Q4 2015$1,705,000
+16.3%
21,379
+10.2%
0.36%
+5.3%
Q3 2015$1,466,000
+3.1%
19,399
+1.9%
0.34%
+12.2%
Q2 2015$1,422,000
-31.9%
19,036
-23.2%
0.30%
-31.4%
Q1 2015$2,089,000
-47.3%
24,775
-49.4%
0.44%
+3.8%
Q4 2014$3,964,000
+133.7%
48,948
+107.3%
0.43%
+15.8%
Q3 2014$1,696,000
-4.2%
23,612
-0.1%
0.37%
-4.2%
Q2 2014$1,770,000
+11.1%
23,645
+4.8%
0.38%
-0.5%
Q1 2014$1,593,000
+26.7%
22,553
+15.8%
0.39%
+19.1%
Q4 2013$1,257,000
+48.2%
19,479
+52.0%
0.32%
+35.0%
Q3 2013$848,000
-1.1%
12,814
+2.8%
0.24%
-5.1%
Q2 2013$857,00012,4630.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Vanderbilt University 2,374,356$195,836,88350.47%
LifeGuide Financial Advisors, LLC 496,644$40,963,19635.52%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,424,154$529,86427.58%
Gibson Capital, LLC 1,037,595$85,580,52225.48%
Seven Post Investment Office LP 752,486$62,065,01921.82%
Passive Capital Management, LLC. 534,787$44,109,19220.07%
Fairfield University 201,998$16,660,75913.84%
VISTA CAPITAL PARTNERS, INC. 1,054,461$86,971,92913.56%
Michelson Medical Research Foundation, Inc. 226,480$18,680,07012.10%
Iyo Bank, Ltd. 235,715$19,44211.45%
View complete list of VANGUARD INDEX FDS shareholders