Institute for Wealth 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
Institute for Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$912,385
-6.1%
12,059
+3.7%
0.16%
+0.6%
Q2 2023$971,544
-15.9%
11,627
-16.5%
0.16%
-25.8%
Q1 2023$1,155,807
+24.9%
13,919
+24.0%
0.22%
+13.3%
Q4 2022$925,574
-3.6%
11,222
-6.3%
0.20%
-9.3%
Q3 2022$960,000
-28.4%
11,980
-18.6%
0.22%
-18.3%
Q2 2022$1,341,000
-6.7%
14,721
+11.0%
0.26%
+13.4%
Q1 2022$1,437,000
-28.8%
13,262
-23.8%
0.23%
-29.5%
Q4 2021$2,019,000
+5.9%
17,405
-7.1%
0.33%
-1.8%
Q3 2021$1,906,000
+2.9%
18,731
+2.9%
0.34%
+3.1%
Q2 2021$1,853,000
+16.2%
18,205
+4.9%
0.32%
+7.3%
Q1 2021$1,594,000
+33.3%
17,357
+23.3%
0.30%
+27.3%
Q4 2020$1,196,000
-26.2%
14,078
-31.4%
0.24%
-35.7%
Q3 2020$1,620,000
-8.2%
20,520
-8.7%
0.37%
-14.4%
Q2 2020$1,764,000
+3.3%
22,465
-8.0%
0.43%
-17.9%
Q1 2020$1,707,000
-33.1%
24,431
-11.2%
0.53%
-8.7%
Q4 2019$2,552,000
-2.0%
27,498
-1.5%
0.58%
-12.2%
Q3 2019$2,603,000
+2.5%
27,912
-4.0%
0.66%
+16.7%
Q2 2019$2,540,000
+18.6%
29,061
+18.1%
0.56%
+20.9%
Q1 2019$2,141,000
+746.2%
24,607
+708.4%
0.46%
+564.3%
Q2 2017$253,000
-94.2%
3,044
-94.2%
0.07%
-98.6%
Q1 2015$4,399,000
-6.7%
52,172
-10.4%
4.84%
-2.4%
Q4 2014$4,714,000
-16.1%
58,200
-25.2%
4.96%
-7.4%
Q3 2014$5,621,000
-13.5%
77,843
-10.3%
5.35%
-4.8%
Q2 2014$6,498,000
+3936.0%
86,826
+3703.2%
5.62%
+3973.2%
Q1 2014$161,000
+38.8%
2,283
+26.6%
0.14%
+64.3%
Q4 2013$116,000
+39.8%
1,803
+43.0%
0.08%
+47.4%
Q3 2013$83,0001,2610.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Vanderbilt University 2,315,181$210,936,14153.28%
LifeGuide Financial Advisors, LLC 450,815$41,074,00037.50%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$787,036,00035.27%
Gibson Capital, LLC 1,011,898$92,025,00027.25%
Iyo Bank, Ltd. 879,356$80,118,00026.66%
Seven Post Investment Office LP 774,168$70,534,00026.23%
Passive Capital Management, LLC. 469,582$42,783,62221.78%
VISTA CAPITAL PARTNERS, INC. 972,043$88,563,00014.41%
Fairfield University 196,916$17,941,030,00014.02%
McCutchen Group LLC 636,808$58,020,00011.76%
View complete list of VANGUARD INDEX FDS shareholders