Waverly Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 950 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 1.31 and the average weighting 1.1%.

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 Q1 2017
NameSharesValueWeighting ↓
Vanderbilt University 2,398,081$244,100,66552.04%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$879,293,00029.70%
Gibson Capital, LLC 1,002,719$101,902,00026.49%
Seven Post Investment Office LP 772,292$78,612,00023.76%
SMI Advisory Services, LLC 369,037$37,564,00016.10%
VISTA CAPITAL PARTNERS, INC. 948,820$96,580,00013.98%
McCutchen Group LLC 574,278$58,456,00010.72%
Fort Henry Capital, LLC 106,207$10,811,0009.50%
Coco Enterprises, LLC 103,061$10,575,0008.78%
One Day In July LLC 298,736$30,408,0007.88%
View complete list of VANGUARD INDEX FDS shareholders