Annex Advisory Services, LLC - 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
Annex Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$776,521
-14.7%
10,263
-5.7%
0.05%
-6.0%
Q2 2023$909,856
-0.6%
10,888
-1.2%
0.05%
+2.0%
Q1 2023$915,088
-5.4%
11,019
-6.0%
0.05%
-9.3%
Q4 2022$966,957
-12.7%
11,723
-15.1%
0.05%
-28.0%
Q3 2022$1,108,000
-13.8%
13,815
-2.1%
0.08%
-19.4%
Q2 2022$1,285,000
-9.6%
14,107
+7.6%
0.09%
-10.6%
Q1 2022$1,421,000
-7.1%
13,112
-0.6%
0.10%
-1.0%
Q4 2021$1,530,000
+24.3%
13,191
+9.0%
0.10%
+4.0%
Q3 2021$1,231,000
-17.9%
12,101
-17.8%
0.10%
-17.2%
Q2 2021$1,499,000
+10.6%
14,718
-0.2%
0.12%
-6.2%
Q1 2021$1,355,000
+6.5%
14,748
-1.5%
0.13%
+4.0%
Q4 2020$1,272,000
-8.2%
14,974
-14.7%
0.12%
-29.4%
Q3 2020$1,386,000
-0.6%
17,558
-1.1%
0.18%
-8.8%
Q2 2020$1,394,000
-0.8%
17,750
-11.8%
0.19%
-2.5%
Q1 2020$1,405,000
-26.4%
20,129
-2.2%
0.20%
-13.9%
Q4 2019$1,910,000
+33.4%
20,583
+34.0%
0.23%
+20.3%
Q3 2019$1,432,000
+41.4%
15,365
+32.6%
0.19%
+34.3%
Q2 2019$1,013,000
+2.4%
11,584
+1.8%
0.14%
-3.4%
Q1 2019$989,000
+21.9%
11,378
+4.6%
0.15%
+15.6%
Q4 2018$811,000
-14.6%
10,882
-7.6%
0.13%
-12.9%
Q3 2018$950,000
-1.2%
11,778
-0.3%
0.15%
-10.4%
Q2 2018$962,000
+6.2%
11,812
-1.6%
0.16%
-0.6%
Q1 2018$906,000
-96.8%
12,003
-96.6%
0.16%
-98.1%
Q4 2014$28,470,000
+17.4%
351,486
+4.1%
8.88%
+8.2%
Q3 2014$24,258,000
+0.9%
337,614
+5.1%
8.21%
-0.0%
Q2 2014$24,037,000
+12.5%
321,181
+6.1%
8.21%
+3.3%
Q1 2014$21,368,000
+22.4%
302,579
+11.9%
7.94%
+18.6%
Q4 2013$17,451,000
+11.4%
270,314
+14.2%
6.70%
-8.2%
Q3 2013$15,660,000
+13.4%
236,768
+17.8%
7.30%
-4.3%
Q2 2013$13,810,000200,9677.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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