Somerset Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 546 filers reported holding VANGUARD INDEX FDS in Q4 2013. The put-call ratio across all filers is 1.23 and the average weighting 1.1%.

Quarter-by-quarter ownership
Somerset Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2017$1,104,000
+2.5%
13,299
+2.6%
0.92%
-6.0%
Q3 2017$1,077,000
+14.9%
12,962
+15.1%
0.98%
+13.1%
Q2 2017$937,000
-0.6%
11,262
-1.3%
0.87%
-2.7%
Q1 2017$943,000
+0.6%
11,412
+0.5%
0.89%
-3.8%
Q4 2016$937,000
-12.5%
11,352
-8.0%
0.93%
-15.7%
Q3 2016$1,071,000
-1.7%
12,345
+0.5%
1.10%
-3.7%
Q2 2016$1,090,000
+424.0%
12,288
+290.7%
1.14%
+640.9%
Q3 2013$208,000
-5.0%
3,145
-1.3%
0.15%
-5.5%
Q2 2013$219,0003,1850.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2013
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