Evercore Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 709 filers reported holding VANGUARD INDEX FDS in Q3 2015. The put-call ratio across all filers is 2.31 and the average weighting 1.0%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,445,258
+134.4%
19,102
+158.9%
0.03%
+145.5%
Q2 2023$616,589
-8.5%
7,379
-9.1%
0.01%
-15.4%
Q1 2023$674,035
-19.1%
8,117
-19.6%
0.01%
-23.5%
Q4 2022$832,800
-15.0%
10,097
-17.4%
0.02%
-22.7%
Q3 2022$980,000
-6.2%
12,224
+6.5%
0.02%0.0%
Q2 2022$1,045,000
-16.1%
11,477
-0.2%
0.02%0.0%
Q1 2022$1,246,000
-8.2%
11,502
-1.7%
0.02%0.0%
Q4 2021$1,357,000
+5.5%
11,702
-7.4%
0.02%
-4.3%
Q3 2021$1,286,000
-2.4%
12,632
-2.4%
0.02%
-4.2%
Q2 2021$1,318,000
+25.0%
12,943
+12.9%
0.02%
+14.3%
Q1 2021$1,054,000
-4.3%
11,468
-11.5%
0.02%
-12.5%
Q4 2020$1,101,000
+32.0%
12,956
+22.7%
0.02%
+20.0%
Q3 2020$834,000
-9.6%
10,563
-10.2%
0.02%
-20.0%
Q2 2020$923,000
-23.6%
11,759
-32.0%
0.02%
-37.5%
Q1 2020$1,208,000
-29.8%
17,284
-6.8%
0.04%
-13.0%
Q4 2019$1,721,000
+10.7%
18,543
+11.2%
0.05%0.0%
Q3 2019$1,554,000
+22.8%
16,668
+15.1%
0.05%
+21.1%
Q2 2019$1,265,000
+4.0%
14,477
+3.5%
0.04%
-2.6%
Q1 2019$1,216,000
+22.5%
13,986
+4.9%
0.04%
+2.6%
Q4 2018$993,000
+0.1%
13,331
+8.4%
0.04%
+18.8%
Q3 2018$992,000
-1.6%
12,297
-0.6%
0.03%
-5.9%
Q2 2018$1,008,000
+69.1%
12,376
+56.7%
0.03%
+47.8%
Q1 2018$596,000
-60.8%
7,896
-57.0%
0.02%
-59.6%
Q4 2017$1,522,000
-5.5%
18,348
-5.3%
0.06%
-9.5%
Q3 2017$1,610,000
-3.9%
19,377
-3.8%
0.06%
-3.1%
Q2 2017$1,676,000
+1.1%
20,137
+0.4%
0.06%0.0%
Q1 2017$1,657,000
-8.5%
20,064
-8.5%
0.06%
-13.3%
Q4 2016$1,810,000
+8.0%
21,923
+13.5%
0.08%
+8.7%
Q3 2016$1,676,000
-30.1%
19,323
-28.5%
0.07%
-34.9%
Q2 2016$2,396,000
+213.2%
27,023
+196.0%
0.11%
+211.8%
Q1 2016$765,000
+3.2%
9,128
-1.8%
0.03%0.0%
Q4 2015$741,000
+10.4%
9,296
+4.8%
0.03%
+6.2%
Q3 2015$671,000
-30.5%
8,873
-31.3%
0.03%
-27.3%
Q2 2015$966,000
+3.3%
12,916
+16.2%
0.04%
+2.3%
Q1 2015$935,000
+536.1%
11,111
+441.7%
0.04%
+514.3%
Q3 2014$147,000
+58.1%
2,051
+63.3%
0.01%
+40.0%
Q2 2014$93,000
+5.7%
1,2560.0%0.01%0.0%
Q1 2014$88,000
+10.0%
1,2560.0%0.01%
+25.0%
Q4 2013$80,000
-37.5%
1,256
-35.0%
0.00%
-42.9%
Q3 2013$128,000
-5.2%
1,931
-2.6%
0.01%
-12.5%
Q2 2013$135,0001,9830.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2015
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