WMS Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 and the average weighting 0.7%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$479,555
-18.7%
6,338
-10.2%
0.04%
-17.4%
Q2 2023$589,966
+192.6%
7,060
+190.8%
0.05%
+155.6%
Q1 2023$201,653
+0.2%
2,428
-0.5%
0.02%
-10.0%
Q4 2022$201,348
-76.1%
2,441
-76.8%
0.02%
-82.6%
Q3 2022$844,000
-0.9%
10,526
+12.6%
0.12%
-13.5%
Q2 2022$852,000
+270.4%
9,352
+340.1%
0.13%
+315.6%
Q1 2022$230,000
+15.0%
2,125
+8.0%
0.03%
+10.3%
Q3 2021$200,0000.0%1,968
+0.3%
0.03%
-3.3%
Q2 2021$200,000
-11.1%
1,962
-25.8%
0.03%
-23.1%
Q4 2020$225,000
+12.5%
2,644
+4.2%
0.04%0.0%
Q3 2020$200,000
-71.2%
2,537
-69.6%
0.04%
-54.7%
Q2 2017$694,000
+33.2%
8,341
+13.0%
0.09%
+3.6%
Q1 2014$521,000
+21.7%
7,381
+11.3%
0.08%
+16.9%
Q4 2013$428,000
+23.0%
6,631
+26.1%
0.07%
+6.0%
Q3 2013$348,000
-3.9%
5,259
-0.3%
0.07%
+1.5%
Q2 2013$362,0005,2730.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders