Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,310 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$42,344,952
-3.5%
559,674
+6.6%
1.66%
-6.1%
Q2 2023$43,886,153
+9.3%
525,205
+8.6%
1.77%
+1.4%
Q1 2023$40,142,262
+7.4%
483,409
+6.7%
1.74%
-1.1%
Q4 2022$37,380,174
+15.3%
453,203
+12.1%
1.76%
+3.6%
Q3 2022$32,422,000
-3.8%
404,411
+9.3%
1.70%
-4.0%
Q2 2022$33,717,000
-15.8%
370,073
+0.2%
1.77%
-11.4%
Q1 2022$40,041,000
-1.5%
369,484
+5.5%
2.00%
-1.6%
Q4 2021$40,646,000
+18.8%
350,364
+4.2%
2.03%
+4.2%
Q3 2021$34,209,000
+5.0%
336,107
+5.0%
1.95%
-1.3%
Q2 2021$32,576,000
+37.3%
320,037
+23.9%
1.97%
+3.8%
Q1 2021$23,723,000
+2.4%
258,250
-5.3%
1.90%
+7.6%
Q4 2020$23,158,000
+15.0%
272,672
+6.9%
1.76%
+2.6%
Q3 2020$20,133,000
+4.4%
254,977
+3.8%
1.72%
-4.4%
Q2 2020$19,293,000
+18.6%
245,673
+5.5%
1.80%
+1.2%
Q1 2020$16,270,000
-30.4%
232,930
-7.6%
1.78%
-30.8%
Q4 2019$23,381,000
+4.7%
251,976
+5.3%
2.57%
-5.0%
Q3 2019$22,323,000
+10.2%
239,386
+3.2%
2.70%
+2.4%
Q2 2019$20,265,000
+5.7%
231,860
+5.1%
2.64%
-5.4%
Q1 2019$19,181,000
+28.6%
220,703
+10.3%
2.79%
+10.1%
Q4 2018$14,920,000
+5.1%
200,075
+13.7%
2.53%
+0.7%
Q3 2018$14,198,000
+4.4%
175,973
+5.4%
2.52%
-1.1%
Q2 2018$13,597,000
+16.3%
166,938
+7.7%
2.55%
+10.2%
Q1 2018$11,695,000
-1.7%
154,969
+8.0%
2.31%
-9.4%
Q4 2017$11,902,000
+7.3%
143,438
+7.4%
2.55%
-0.4%
Q3 2017$11,097,000
+3.4%
133,553
+3.6%
2.56%
-2.0%
Q2 2017$10,729,000
+3.4%
128,904
+2.6%
2.61%
+1.0%
Q1 2017$10,372,000
-0.5%
125,581
-0.6%
2.58%
+1.1%
Q4 2016$10,423,000
-1.3%
126,293
+3.7%
2.56%
-7.3%
Q3 2016$10,560,000
-11.9%
121,744
-10.0%
2.76%
-12.4%
Q2 2016$11,990,000
-19.6%
135,217
-24.0%
3.15%
-12.7%
Q1 2016$14,910,000
-19.4%
177,927
-23.3%
3.61%
-19.9%
Q4 2015$18,507,000
+6.0%
232,116
+0.4%
4.50%
+9.2%
Q3 2015$17,461,000
+5.6%
231,145
+4.4%
4.12%
+7.2%
Q2 2015$16,541,000
-10.3%
221,461
+1.2%
3.84%
-13.1%
Q1 2015$18,443,000
-0.1%
218,751
-4.0%
4.42%
-1.9%
Q4 2014$18,464,000
+13.1%
227,945
+0.3%
4.51%
+14.3%
Q3 2014$16,321,000
+0.9%
227,150
+5.1%
3.95%
-1.5%
Q2 2014$16,173,000
+10.0%
216,101
+3.8%
4.01%
+3.5%
Q1 2014$14,706,000
+18.8%
208,243
+8.6%
3.87%
+10.6%
Q4 2013$12,381,000
+9.2%
191,777
+11.9%
3.50%
-1.3%
Q3 2013$11,338,000
+5.6%
171,420
+9.7%
3.55%
-0.9%
Q2 2013$10,737,000156,2393.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Vanderbilt University 2,397,646$200,347,30051.29%
LifeGuide Financial Advisors, LLC 532,956$44,533,82930.10%
Gibson Capital, LLC 1,119,995$93,586,84424.31%
Seven Post Investment Office LP 753,365$62,951,15319.18%
MAS Advisors LLC 133,208$11,130,82615.54%
Fairfield University 193,342$16,155,67013.74%
OIKOS HOLDINGS LLC 415,131$34,688,34613.70%
VISTA CAPITAL PARTNERS, INC. 1,090,256$91,101,75912.64%
Gunma Bank,Ltd. 185,000$15,45910.47%
Trustees of the Smith College 139,426$11,650,4379.90%
View complete list of VANGUARD INDEX FDS shareholders