Waverly Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 727 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 7.70 and the average weighting 1.4%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,361,642
-4.4%
17,997
+5.5%
0.06%
-6.3%
Q2 2023$1,424,853
+429.1%
17,052
+425.8%
0.06%
+350.0%
Q1 2023$269,287
+0.6%
3,243
-0.1%
0.01%
-6.7%
Q4 2022$267,648
+3.3%
3,245
+0.3%
0.02%
-16.7%
Q3 2022$259,000
+28.2%
3,236
+29.4%
0.02%
-40.0%
Q3 2018$202,000
-1.0%
2,5000.0%0.03%
-6.2%
Q2 2018$204,000
-1.4%
2,5000.0%0.03%
+6.7%
Q4 2017$207,000
-0.5%
2,5000.0%0.03%
-33.3%
Q3 2017$208,000
-15.8%
2,500
-15.6%
0.04%
-27.4%
Q2 2017$247,000
+19.9%
2,962
+18.5%
0.06%
+14.8%
Q1 2017$206,000
-47.3%
2,500
-49.0%
0.05%
-68.2%
Q4 2015$391,000
+3.4%
4,904
-2.1%
0.17%
-34.9%
Q3 2015$378,000
+12.2%
5,008
+11.0%
0.26%
+26.1%
Q2 2015$337,000
-11.5%
4,511
-0.2%
0.21%
+7.3%
Q1 2015$381,000
+13.4%
4,518
+9.1%
0.19%
+14.2%
Q4 2014$336,000
+17.9%
4,142
+4.4%
0.17%
+9.7%
Q3 2014$285,000
+0.7%
3,969
+4.9%
0.15%
+30.5%
Q2 2014$283,000
+8.0%
3,784
+2.2%
0.12%0.0%
Q1 2014$262,000
-6.1%
3,703
-14.4%
0.12%
+20.4%
Q4 2013$279,000
-0.7%
4,327
+1.9%
0.10%
-31.9%
Q3 2013$281,000
+3.7%
4,246
+7.7%
0.14%
-7.7%
Q2 2013$271,0003,9420.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2014
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