PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 479 filers reported holding VANGUARD INDEX FDS in Q2 2013. The put-call ratio across all filers is 0.64 and the average weighting 1.2%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,647,736
-11.4%
193,599
-2.2%
1.39%
-9.5%
Q2 2023$16,539,395
+4.5%
197,934
+3.8%
1.54%
+0.5%
Q1 2023$15,828,118
+2.9%
190,608
+2.2%
1.53%
-2.3%
Q4 2022$15,379,115
-7.4%
186,459
-10.0%
1.56%
-14.6%
Q3 2022$16,609,000
-13.4%
207,171
-1.6%
1.83%
-11.9%
Q2 2022$19,179,000
-18.5%
210,505
-3.1%
2.08%
-6.6%
Q1 2022$23,540,000
-5.7%
217,159
+0.9%
2.23%
-9.0%
Q4 2021$24,972,000
+12.4%
215,255
-1.4%
2.45%
+6.3%
Q3 2021$22,221,000
-2.6%
218,320
-2.6%
2.30%
-2.2%
Q2 2021$22,815,000
+7.0%
224,135
-3.4%
2.35%
-10.3%
Q1 2021$21,319,000
+10.5%
232,085
+2.1%
2.62%
-0.6%
Q4 2020$19,301,000
+4.9%
227,255
-2.5%
2.64%
-8.4%
Q3 2020$18,397,000
+2.3%
232,987
+1.7%
2.88%
-2.2%
Q2 2020$17,991,000
+14.4%
229,099
-4.9%
2.94%
-5.6%
Q1 2020$15,724,000
-35.4%
240,950
-8.1%
3.12%
-21.8%
Q4 2019$24,337,000
-1.3%
262,277
-0.8%
3.99%
-8.0%
Q3 2019$24,656,000
+4.6%
264,407
-2.0%
4.34%
+0.4%
Q2 2019$23,575,000
-2.7%
269,859
-3.2%
4.32%
-6.5%
Q1 2019$24,225,000
+13.2%
278,900
-2.8%
4.62%
+1.0%
Q4 2018$21,396,000
-9.1%
286,928
-2.6%
4.57%
-5.6%
Q3 2018$23,544,000
-3.8%
294,563
-2.5%
4.84%
-6.3%
Q2 2018$24,479,000
+8.1%
302,196
+0.4%
5.17%
+5.4%
Q1 2018$22,645,000
-1.0%
300,851
+6.6%
4.91%
+1.8%
Q4 2017$22,869,000
+5.8%
282,165
+8.5%
4.82%
+1.8%
Q3 2017$21,614,000
+7.4%
260,125
+8.2%
4.73%
+3.0%
Q2 2017$20,120,000
+7.0%
240,389
+7.7%
4.60%
+0.9%
Q1 2017$18,802,000
+10.7%
223,116
+8.1%
4.56%
+7.2%
Q4 2016$16,981,000
+6.1%
206,308
+7.0%
4.25%
-0.2%
Q3 2016$16,012,000
-7.6%
192,730
+1.0%
4.26%
-8.3%
Q2 2016$17,332,000
+3.7%
190,905
-4.4%
4.64%
+0.1%
Q1 2016$16,708,000
+10.5%
199,637
+0.7%
4.64%
+1.4%
Q4 2015$15,124,000
+0.8%
198,297
+2.5%
4.57%
+4.5%
Q3 2015$15,005,000
-0.4%
193,443
+0.9%
4.38%
+5.1%
Q2 2015$15,070,000
-0.6%
191,729
+3.6%
4.16%
+0.4%
Q1 2015$15,157,000
-4.1%
185,021
-0.8%
4.15%
-8.5%
Q4 2014$15,813,000
+16.8%
186,542
+1.3%
4.53%
+10.8%
Q3 2014$13,539,000
+0.8%
184,229
+3.6%
4.09%
+2.0%
Q2 2014$13,434,000
+11.4%
177,867
+5.9%
4.01%
+5.8%
Q1 2014$12,059,000
+19.9%
168,026
+8.5%
3.79%
+13.6%
Q4 2013$10,058,000
+10.3%
154,911
+12.0%
3.34%
+3.3%
Q3 2013$9,119,000
-0.5%
138,374
+8.3%
3.23%
-3.2%
Q2 2013$9,169,000127,7503.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2013
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders