CONFLUENCE INVESTMENT MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 8.23 and the average weighting 0.9%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2021$8,556,000
+15.2%
93,145
+6.5%
0.12%
+9.1%
Q4 2020$7,428,000
+17.2%
87,457
+9.0%
0.11%
+6.8%
Q3 2020$6,336,000
+2.1%
80,237
+1.5%
0.10%
-1.0%
Q2 2020$6,206,000
+14.7%
79,023
+2.0%
0.10%
+1.0%
Q1 2020$5,410,000
+436.7%
77,451
+571.3%
0.10%
+543.8%
Q4 2019$1,008,000
-10.5%
11,538
-4.5%
0.02%
-11.1%
Q3 2019$1,126,000
+11.7%
12,079
+4.7%
0.02%
+12.5%
Q2 2019$1,008,000
-48.7%
11,538
-49.0%
0.02%
-51.5%
Q1 2019$1,965,000
+268.7%
22,606
+216.3%
0.03%
+230.0%
Q4 2018$533,000
-8.1%
7,148
-0.7%
0.01%0.0%
Q3 2018$580,000
-4.9%
7,195
-3.9%
0.01%
-9.1%
Q2 2018$610,000
+14.2%
7,486
+5.9%
0.01%
+10.0%
Q1 2018$534,000
-49.7%
7,071
-44.7%
0.01%
-47.4%
Q4 2017$1,061,000
+1.9%
12,788
+2.0%
0.02%
-5.0%
Q3 2017$1,041,000
+17.1%
12,532
+17.3%
0.02%
+11.1%
Q2 2017$889,000
-76.3%
10,687
-76.5%
0.02%
-78.6%
Q1 2017$3,749,000
+14.9%
45,393
+14.8%
0.08%
+6.3%
Q4 2016$3,264,000
-17.0%
39,547
-12.8%
0.08%
-23.3%
Q3 2016$3,934,000
-57.4%
45,359
-56.4%
0.10%
-59.4%
Q2 2016$9,235,000
+82.9%
104,153
+72.9%
0.25%
+68.2%
Q1 2016$5,048,000
+4.5%
60,236
-0.6%
0.15%
-4.4%
Q4 2015$4,832,000
-18.2%
60,610
-22.5%
0.16%
-26.9%
Q3 2015$5,910,000
-6.8%
78,243
-7.9%
0.22%
-6.5%
Q2 2015$6,342,000
+2.5%
84,917
+15.7%
0.23%
-1.3%
Q1 2015$6,190,000
+6.5%
73,421
+2.3%
0.23%
-1.3%
Q4 2014$5,813,000
+24.6%
71,765
+10.5%
0.24%
+13.9%
Q3 2014$4,664,000
-43.5%
64,917
-41.1%
0.21%
-45.0%
Q2 2014$8,253,000
-27.3%
110,279
-31.4%
0.38%
-34.3%
Q1 2014$11,352,000
-62.8%
160,752
-66.0%
0.58%
-66.0%
Q4 2013$30,524,000
-10.0%
472,796
-7.8%
1.69%
-19.6%
Q3 2013$33,910,000
+3.8%
512,702
+7.9%
2.10%
-6.5%
Q2 2013$32,658,000475,2342.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Vanderbilt University 2,288,706$265,512,78355.84%
LifeGuide Financial Advisors, LLC 414,011$48,029,00035.82%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$1,002,129,00031.50%
Passive Capital Management, LLC. 453,965$52,664,49629.83%
Gibson Capital, LLC 1,002,913$116,173,00026.99%
Seven Post Investment Office LP 774,371$89,835,00024.27%
Iyo Bank, Ltd. 644,356$74,752,00022.80%
Fairfield University 194,660$22,582,449,00017.55%
SMI Advisory Services, LLC 390,706$45,326,00017.24%
VISTA CAPITAL PARTNERS, INC. 994,153$115,332,00014.59%
View complete list of VANGUARD INDEX FDS shareholders