Regis Management CO LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,021 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 2.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Regis Management CO LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,106
-8.1%
67,483
+1.5%
1.74%
-4.0%
Q2 2023$5,555
+4.9%
66,483
+4.3%
1.82%
+1.8%
Q1 2023$5,293
-52.6%
63,745
-52.9%
1.78%
-30.8%
Q4 2022$11,168
-99.9%
135,397
+0.5%
2.58%
-1.6%
Q3 2022$10,801,000
-11.5%
134,729
+0.5%
2.62%
-4.2%
Q2 2022$12,208,000
-16.1%
133,994
-0.3%
2.74%
+5.4%
Q1 2022$14,559,000
-6.8%
134,349
-0.2%
2.60%
+1.2%
Q4 2021$15,621,000
+10.8%
134,653
-2.8%
2.57%
+5.1%
Q3 2021$14,103,000
-11.7%
138,561
-11.7%
2.44%
-9.4%
Q2 2021$15,972,000
+9.4%
156,915
-1.2%
2.70%
+3.6%
Q1 2021$14,595,000
-36.3%
158,878
-41.1%
2.60%
-38.5%
Q4 2020$22,928,000
+10.1%
269,968
+2.4%
4.23%
-1.7%
Q3 2020$20,817,000
-90.0%
263,630
-0.4%
4.31%
-6.2%
Q2 2020$207,890,000
+994.2%
264,728
-2.7%
4.59%
+5.2%
Q1 2020$18,999,000
-59.9%
272,005
-46.7%
4.37%
-40.3%
Q4 2019$47,357,000
-51.4%
510,358
-51.2%
7.32%
-11.4%
Q3 2019$97,474,000
-6.4%
1,045,310
-12.3%
8.26%
+3.9%
Q2 2019$104,140,000
-0.4%
1,191,520
-1.0%
7.95%
-3.5%
Q1 2019$104,591,000
+11.6%
1,203,447
-4.3%
8.24%
+3.2%
Q4 2018$93,731,000
+116.7%
1,256,957
+134.4%
7.99%
+23.6%
Q3 2018$43,263,000
-1.4%
536,235
-0.4%
6.46%
-3.6%
Q2 2018$43,863,000
+169.6%
538,521
+149.8%
6.70%
+169.7%
Q1 2018$16,272,000
-9.3%
215,605
-0.3%
2.48%
-7.2%
Q4 2017$17,943,000
-16.3%
216,234
-16.2%
2.68%
-19.6%
Q3 2017$21,443,000
+30.3%
258,072
+30.5%
3.33%
+21.5%
Q2 2017$16,455,000
+14.7%
197,705
+13.8%
2.74%
+14.1%
Q1 2017$14,349,000
+17.9%
173,741
+17.8%
2.40%
+8.0%
Q4 2016$12,169,000
-26.0%
147,449
-22.3%
2.23%
-24.2%
Q3 2016$16,454,000
+17.5%
189,690
+20.1%
2.94%
+4.7%
Q2 2016$14,000,000
+18.7%
157,886
+12.2%
2.80%
+8.4%
Q1 2016$11,792,000
-17.7%
140,712
-21.7%
2.58%
-20.4%
Q4 2015$14,322,000
+16.2%
179,630
+10.1%
3.25%
-10.0%
Q3 2015$12,326,000
+11.4%
163,166
+10.2%
3.61%
+26.4%
Q2 2015$11,063,000
-5.9%
148,124
+6.2%
2.85%
-9.3%
Q1 2015$11,756,000
+35.4%
139,437
+30.1%
3.15%
+24.9%
Q4 2014$8,684,000
+16.6%
107,212
+3.5%
2.52%
+15.8%
Q3 2014$7,446,000
+30.3%
103,629
+35.7%
2.18%
+35.1%
Q2 2014$5,715,000
+11.3%
76,365
+5.1%
1.61%
+1.4%
Q1 2014$5,133,000
+37.1%
72,680
+25.3%
1.59%
+20.1%
Q4 2013$3,745,000
-24.8%
58,006
-23.0%
1.32%
-17.9%
Q3 2013$4,982,000
-40.0%
75,331
-37.6%
1.61%
-41.9%
Q2 2013$8,300,000
+0.3%
120,786
+2.9%
2.78%
+4.9%
Q1 2013$8,276,000117,3452.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
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