J.P. Morgan Private Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$59,887,932
-22.5%
791,540
-14.4%
0.17%
-57.4%
Q2 2023$77,284,582
-27.7%
924,899
-28.1%
0.40%
+76.7%
Q1 2023$106,865,089
-10.6%
1,286,911
-11.2%
0.23%
-15.0%
Q4 2022$119,518,964
+2.7%
1,449,066
-0.2%
0.27%
-12.2%
Q3 2022$116,386,000
-10.2%
1,451,739
+2.0%
0.30%
-8.2%
Q2 2022$129,642,000
-15.7%
1,422,913
+0.3%
0.33%
-0.6%
Q1 2022$153,715,000
-1.9%
1,418,431
+5.0%
0.33%
-1.2%
Q4 2021$156,720,000
+19.3%
1,350,921
+4.7%
0.34%
+5.0%
Q3 2021$131,313,000
+6.8%
1,290,167
+6.8%
0.32%
+0.9%
Q2 2021$122,987,000
+16.1%
1,208,242
+4.8%
0.32%
-7.3%
Q1 2021$105,887,000
-2.5%
1,152,695
-9.9%
0.34%
-2.6%
Q4 2020$108,617,000
+18.5%
1,278,901
+10.2%
0.35%
-1.4%
Q3 2020$91,629,000
-13.2%
1,160,447
-13.7%
0.36%
-25.9%
Q2 2020$105,623,000
-0.2%
1,345,000
-11.2%
0.48%
-19.5%
Q1 2020$105,826,000
-25.2%
1,515,044
-0.6%
0.60%
-6.7%
Q4 2019$141,421,000
+5.3%
1,524,100
+5.8%
0.64%
-8.3%
Q3 2019$134,333,000
+23.9%
1,440,573
+16.2%
0.70%
+17.8%
Q2 2019$108,393,000
+3.2%
1,240,192
+2.6%
0.59%
+8.4%
Q1 2019$105,019,000
+21.3%
1,208,369
+4.0%
0.55%
+4.2%
Q4 2018$86,607,000
-11.7%
1,161,420
-4.4%
0.53%
+9.8%
Q3 2018$98,046,000
-6.1%
1,215,239
-5.2%
0.48%
-18.1%
Q2 2018$104,408,000
+11030.9%
1,281,877
+11237.0%
0.58%
+9650.0%
Q4 2017$938,000
-41.7%
11,307
-41.6%
0.01%
-50.0%
Q3 2017$1,608,000
+0.3%
19,354
+0.5%
0.01%0.0%
Q2 2017$1,603,000
-13.3%
19,260
-14.0%
0.01%
-14.3%
Q1 2017$1,849,000
-8.8%
22,384
-4.3%
0.01%
-26.3%
Q3 2016$2,028,000
+9.4%
23,384
+11.8%
0.02%
+5.6%
Q2 2016$1,854,000
-28.3%
20,913
-32.2%
0.02%
-28.0%
Q1 2016$2,585,000
-9.4%
30,849
-13.8%
0.02%
-13.8%
Q4 2015$2,854,000
+12.4%
35,790
+6.4%
0.03%
-9.4%
Q3 2015$2,540,000
+2.8%
33,627
+14.8%
0.03%
+14.3%
Q1 2015$2,470,000
-22.4%
29,298
-25.5%
0.03%
-26.3%
Q4 2014$3,185,000
+27.7%
39,315
+13.2%
0.04%
+18.8%
Q3 2014$2,494,00034,7180.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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