ELM ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 856 filers reported holding VANGUARD INDEX FDS in Q3 2016. The put-call ratio across all filers is 4.49 and the average weighting 1.2%.

Quarter-by-quarter ownership
ELM ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$2,578,000
-52.2%
23,786
-48.8%
3.48%
+16.1%
Q4 2021$5,392,000
+12.9%
46,480
-0.9%
3.00%
+4.9%
Q3 2021$4,774,000
-2.1%
46,907
-2.1%
2.86%
+0.1%
Q2 2021$4,876,000
+10.1%
47,904
-0.6%
2.86%
+3.6%
Q1 2021$4,428,000
+8.2%
48,208
+0.0%
2.76%
+10.3%
Q4 2020$4,092,000
+1.6%
48,184
-5.5%
2.50%
-9.9%
Q3 2020$4,027,000
+6.4%
50,998
+5.8%
2.77%
+3.9%
Q2 2020$3,784,000
+9.9%
48,185
-2.2%
2.67%
-5.3%
Q1 2020$3,442,000
-25.6%
49,276
-1.2%
2.82%
-3.3%
Q4 2019$4,628,000
-1.7%
49,881
-1.2%
2.92%
-9.0%
Q3 2019$4,709,000
+5.1%
50,500
-1.5%
3.20%
+4.7%
Q2 2019$4,481,000
-2.2%
51,275
-2.7%
3.06%
-4.8%
Q1 2019$4,582,000
+14.5%
52,720
-1.7%
3.21%
-0.4%
Q4 2018$4,001,000
-3.5%
53,649
+4.3%
3.23%
+16.3%
Q3 2018$4,148,000
-0.0%
51,414
+0.9%
2.78%
-12.8%
Q2 2018$4,150,000
+10.5%
50,954
+2.4%
3.18%
+9.7%
Q1 2018$3,756,000
-6.7%
49,769
+2.6%
2.90%
-3.4%
Q4 2017$4,026,000
+4.8%
48,514
+5.0%
3.00%
-1.2%
Q3 2017$3,841,000
+1.1%
46,225
+1.2%
3.04%
-2.2%
Q2 2017$3,800,000
+2.0%
45,657
+1.2%
3.11%
-0.1%
Q1 2017$3,727,000
+1.6%
45,123
+1.5%
3.11%
-5.7%
Q4 2016$3,668,000
-3.8%
44,443
+1.1%
3.30%
-6.6%
Q3 2016$3,813,000
-5.7%
43,955
-3.6%
3.54%
-8.0%
Q2 2016$4,043,000
+5.0%
45,596
-0.8%
3.84%
+3.0%
Q1 2016$3,850,000
+6.4%
45,941
+1.3%
3.73%
+4.6%
Q4 2015$3,617,000
+2.2%
45,361
-3.1%
3.57%
-2.7%
Q3 2015$3,538,000
+1.7%
46,835
+0.5%
3.67%
+12.1%
Q2 2015$3,479,000
-11.4%
46,585
+0.0%
3.27%
-9.8%
Q1 2015$3,927,000
-0.7%
46,575
-4.6%
3.63%
+0.6%
Q4 2014$3,953,000
+12.1%
48,805
-0.5%
3.61%
+8.0%
Q3 2014$3,526,000
-4.5%
49,074
-0.5%
3.34%
-3.0%
Q2 2014$3,693,000
+5.8%
49,339
-0.2%
3.44%
+2.4%
Q1 2014$3,490,000
+11.8%
49,414
+2.2%
3.36%
+11.3%
Q4 2013$3,121,00048,3393.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2016
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