Summit Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,661 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.30 and the average weighting 0.9%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$316,000
-29.6%
3,471
-16.2%
0.10%
-24.0%
Q1 2022$449,000
-5.5%
4,141
+1.1%
0.13%
-4.4%
Q4 2021$475,000
+13.9%
4,0960.0%0.14%
+3.1%
Q3 2021$417,000
+2.0%
4,096
+1.9%
0.13%
+1.6%
Q2 2021$409,000
+10.8%
4,0190.0%0.13%
+3.2%
Q1 2021$369,000
+6.6%
4,019
-1.5%
0.12%
-0.8%
Q4 2020$346,000
-7.0%
4,079
-13.5%
0.13%
-18.2%
Q3 2020$372,000
-1.1%
4,714
-1.6%
0.15%
-9.9%
Q2 2020$376,000
+12.2%
4,7930.0%0.17%
-5.5%
Q1 2020$335,000
-24.7%
4,793
+0.0%
0.18%
-4.7%
Q4 2019$445,000
-0.4%
4,792
+0.0%
0.19%
-8.7%
Q3 2019$447,000
+6.7%
4,791
+0.0%
0.21%
+4.5%
Q2 2019$419,000
-27.3%
4,790
-27.8%
0.20%
-29.9%
Q1 2019$576,000
+16.6%
6,6300.0%0.28%
+1.4%
Q4 2018$494,000
-10.2%
6,630
-2.7%
0.28%
+9.8%
Q3 2018$550,000
-10.4%
6,817
-9.6%
0.26%
-13.0%
Q2 2018$614,000
+7.0%
7,540
-0.8%
0.29%
+6.9%
Q1 2018$574,000
-29.8%
7,599
-22.9%
0.27%
-30.1%
Q4 2017$818,000
-0.1%
9,855
+0.0%
0.39%
-4.6%
Q3 2017$819,000
-6.4%
9,854
-6.3%
0.41%
-11.4%
Q2 2017$875,000
-2.5%
10,518
-3.2%
0.46%
-10.6%
Q1 2017$897,000
-3.2%
10,867
-3.2%
0.52%
-10.4%
Q4 2016$927,000
-4.8%
11,226
+0.0%
0.58%
-3.2%
Q3 2016$974,000
-2.1%
11,2240.0%0.60%
-5.7%
Q2 2016$995,000
+5.9%
11,224
+0.0%
0.63%
+3.1%
Q1 2016$940,000
+5.0%
11,223
+0.0%
0.62%
+1.3%
Q4 2015$895,000
+5.4%
11,222
-0.2%
0.61%
-0.2%
Q3 2015$849,000
+2.7%
11,240
+1.6%
0.61%
+7.4%
Q2 2015$827,000
-11.4%
11,068
+0.0%
0.57%
-12.9%
Q1 2015$933,000
+4.1%
11,0670.0%0.65%
+0.3%
Q4 2014$896,000
+19.8%
11,067
+6.4%
0.65%
+13.3%
Q3 2014$748,000
-4.0%
10,405
+0.0%
0.57%
-4.5%
Q2 2014$779,000
+6.0%
10,404
+0.0%
0.60%
+1.9%
Q1 2014$735,000
+22.1%
10,403
+11.5%
0.59%
+23.5%
Q4 2013$602,000
-3.5%
9,327
-1.2%
0.48%
-13.9%
Q3 2013$624,000
-3.7%
9,437
+0.0%
0.55%
-11.8%
Q2 2013$648,0009,4360.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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