Fernwood Investment Management, 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
Fernwood Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$262,873
+0.4%
3,563
+10.5%
0.09%
+1.1%
Q2 2023$261,953
+1.5%
3,224
+3.7%
0.09%
-6.1%
Q1 2023$258,157
+0.7%
3,109
+0.0%
0.10%
-6.6%
Q4 2022$256,317
+2.9%
3,108
+0.1%
0.11%
+1.0%
Q3 2022$249,000
-12.0%
3,106
+0.0%
0.10%
-13.9%
Q2 2022$283,000
-21.6%
3,105
-6.7%
0.12%
-3.9%
Q1 2022$361,000
-37.0%
3,329
-32.6%
0.13%
-32.1%
Q4 2021$573,000
-35.3%
4,941
-43.3%
0.19%
-38.5%
Q3 2021$886,000
+52.2%
8,707
+52.2%
0.30%
+58.3%
Q2 2021$582,000
+15.5%
5,721
+4.3%
0.19%
+3.8%
Q1 2021$504,000
-15.4%
5,487
-21.8%
0.18%
-21.3%
Q4 2020$596,000
+23.7%
7,021
+14.9%
0.24%
+3.1%
Q3 2020$482,000
+35.8%
6,108
+35.2%
0.23%
+30.3%
Q2 2020$355,000
-31.1%
4,517
-38.8%
0.18%
-46.8%
Q1 2020$515,000
-18.1%
7,375
+8.9%
0.33%
+9.3%
Q4 2019$629,0000.0%6,774
+0.4%
0.30%
-3.5%
Q3 2019$629,000
+11.1%
6,750
+4.3%
0.31%
+0.6%
Q2 2019$566,000
+13.0%
6,472
+12.3%
0.31%
+16.1%
Q1 2019$501,000
+16.5%
5,7620.0%0.27%
-3.6%
Q4 2018$430,000
+27.2%
5,762
+37.6%
0.28%
+54.7%
Q3 2018$338,000
+51.6%
4,186
+55.6%
0.18%
+50.4%
Q4 2017$223,000
-25.4%
2,691
-25.2%
0.12%
-36.4%
Q3 2017$299,0003,6000.19%
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