Montecito Bank & Trust - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,548 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 4.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$913,907
+6.7%
10,343
-8.6%
0.20%
-2.0%
Q3 2023$856,471
-11.4%
11,320
-2.1%
0.20%
-8.6%
Q2 2023$966,455
-1.3%
11,566
-1.9%
0.22%
-6.0%
Q1 2023$979,373
+89014.9%
11,794
-11.5%
0.23%
-12.0%
Q4 2022$1,099
-99.9%
13,321
-11.3%
0.27%
-15.0%
Q3 2022$1,204,000
-21.6%
15,020
-10.9%
0.31%
-14.2%
Q2 2022$1,536,000
+1.9%
16,859
+21.2%
0.36%
+29.4%
Q1 2022$1,507,000
+1.5%
13,909
+8.7%
0.28%
+7.2%
Q4 2021$1,485,000
+15.8%
12,794
+1.6%
0.26%
+5.6%
Q3 2021$1,282,000
+12.9%
12,594
+12.9%
0.25%
+14.2%
Q2 2021$1,136,000
+23.2%
11,159
+11.2%
0.22%
+14.1%
Q1 2021$922,000
-2.3%
10,039
-9.7%
0.19%
-7.7%
Q4 2020$944,000
+14.0%
11,122
+6.1%
0.21%
-1.9%
Q3 2020$828,000
-9.7%
10,481
-10.2%
0.21%
-16.3%
Q2 2020$917,000
-10.0%
11,676
-20.0%
0.25%
-24.6%
Q1 2020$1,019,000
-41.6%
14,588
-22.4%
0.33%
-28.6%
Q4 2019$1,744,000
+5.8%
18,797
+6.3%
0.47%
-4.5%
Q3 2019$1,649,000
+5.4%
17,681
-1.2%
0.49%
+3.8%
Q2 2019$1,564,000
+4.7%
17,888
+4.1%
0.47%
+3.3%
Q1 2019$1,494,000
+40.8%
17,190
+20.8%
0.46%
+24.5%
Q4 2018$1,061,000
-13.8%
14,235
-6.8%
0.37%0.0%
Q3 2018$1,231,000
+60.9%
15,267
+62.6%
0.37%
+49.8%
Q2 2018$765,000
+27.1%
9,391
+17.6%
0.24%
+24.4%
Q1 2018$602,000
-7.4%
7,986
+1.9%
0.20%
+13.2%
Q4 2017$650,000
+3.2%
7,836
+3.4%
0.17%
-20.2%
Q3 2017$630,000
-10.3%
7,581
-10.1%
0.22%
-13.8%
Q2 2017$702,000
-4.5%
8,436
-5.3%
0.25%
-5.9%
Q1 2017$735,000
+3.7%
8,904
+3.6%
0.27%
+8.9%
Q4 2016$709,000
-38.1%
8,593
-34.9%
0.25%
-47.6%
Q3 2016$1,146,000
+16.7%
13,208
+19.3%
0.47%
+13.5%
Q2 2016$982,000
-3.3%
11,074
-8.7%
0.42%
-9.0%
Q1 2016$1,016,000
+100.0%
12,129
+90.4%
0.46%
+90.0%
Q4 2015$508,000
-42.6%
6,370
-45.6%
0.24%
-50.8%
Q3 2015$885,000
-17.1%
11,711
-7.6%
0.49%
-7.9%
Q2 2015$1,068,0000.0%12,6720.0%0.53%0.0%
Q1 2015$1,068,000
-0.7%
12,672
-4.6%
0.53%
-6.4%
Q4 2014$1,076,000
+109.3%
13,287
+85.6%
0.57%
+81.4%
Q3 2014$514,000
-53.1%
7,160
-51.1%
0.31%
-52.9%
Q2 2014$1,096,000
+4.8%
14,641
-1.2%
0.66%
+0.5%
Q1 2014$1,046,000
+5.9%
14,817
-3.2%
0.66%
+7.0%
Q4 2013$988,000
+10.0%
15,301
+12.8%
0.62%
+2.8%
Q3 2013$898,000
+22.8%
13,570
+27.5%
0.60%
+21.5%
Q2 2013$731,00010,6400.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders