REILLY FINANCIAL ADVISORS, LLC - VANGUARD INDEX 500 FUND ownership

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX 500 FUND
ValueSharesWeighting
Q1 2016$148,000
+6.5%
780
+5.7%
0.02%0.0%
Q4 2015$139,000
-91.4%
738
-91.9%
0.02%
-91.5%
Q3 2015$1,614,000
-6.7%
9,114
+0.3%
0.29%
-1.7%
Q2 2015$1,730,000
+3.4%
9,090
+3.6%
0.30%
+1.0%
Q1 2015$1,673,0008,7750.30%
Other shareholders
VANGUARD INDEX 500 FUND shareholders Q3 2023
NameSharesValueWeighting ↓
WEDGEWOOD INVESTORS INC /PA/ 7,996$1,744,0001.53%
Holloway Wealth Management, LLC 4,489$979,0000.62%
MASSMUTUAL TRUST CO FSB/ADV 23,682$5,163,816,0000.48%
Kalos Management, Inc. 1,745$381,0000.27%
Grassi Investment Management 4,357$950,0000.16%
MOODY LYNN & LIEBERSON, LLC 5,226$1,139,0000.16%
RIVERBRIDGE PARTNERS LLC 30,698$6,694,0000.13%
BTR CAPITAL MANAGEMENT INC 2,330$508,0000.11%
OUTFITTER ADVISORS, LTD. 1,184$258,0000.10%
NORTH STAR ASSET MANAGEMENT INC 4,056$884,0000.09%
View complete list of VANGUARD INDEX 500 FUND shareholders