Tortoise Investment Management, 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
Tortoise Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$455,857
+14.7%
6,025
+26.7%
0.07%
+15.3%
Q2 2023$397,471
+76.4%
4,757
+75.3%
0.06%
+63.9%
Q1 2023$225,281
+1.0%
2,713
+0.3%
0.04%
-7.7%
Q4 2022$223,093
-13.2%
2,705
-15.7%
0.04%
-22.0%
Q3 2022$257,000
-11.7%
3,208
+0.3%
0.05%
-12.3%
Q2 2022$291,000
+1.0%
3,198
+20.3%
0.06%
+7.5%
Q1 2022$288,000
+134.1%
2,659
+150.1%
0.05%
+130.4%
Q4 2021$123,0000.0%1,063
-12.4%
0.02%
-8.0%
Q3 2021$123,000
-13.4%
1,213
-13.2%
0.02%
-13.8%
Q2 2021$142,000
+0.7%
1,398
-9.1%
0.03%
-6.5%
Q1 2021$141,000
+7.6%
1,5380.0%0.03%
+3.3%
Q4 2020$131,000
-1.5%
1,538
-8.9%
0.03%
-6.2%
Q3 2020$133,0000.0%1,6880.0%0.03%
-5.9%
Q2 2020$133,000
+31.7%
1,688
+16.5%
0.03%
+17.2%
Q1 2020$101,000
-66.8%
1,449
-55.8%
0.03%
-59.7%
Q4 2019$304,000
+3.4%
3,280
+4.2%
0.07%
-5.3%
Q3 2019$294,000
-2.3%
3,149
-8.5%
0.08%0.0%
Q2 2019$301,000
+0.7%
3,4430.0%0.08%
-2.6%
Q1 2019$299,000
-5.4%
3,443
-18.9%
0.08%
-8.2%
Q4 2018$316,000
-9.7%
4,243
-2.3%
0.08%
-7.6%
Q3 2018$350,000
-7.9%
4,343
-7.0%
0.09%
-11.5%
Q2 2018$380,000
+14.5%
4,669
+6.0%
0.10%
+13.0%
Q1 2018$332,000
+64.4%
4,404
+80.7%
0.09%
+58.6%
Q4 2017$202,0000.0%2,4370.0%0.06%
-4.9%
Q3 2017$202,000
-0.5%
2,4370.0%0.06%
-7.6%
Q2 2017$203,000
+1.0%
2,4370.0%0.07%0.0%
Q1 2017$201,0000.0%2,4370.0%0.07%
-4.3%
Q4 2016$201,0000.0%2,437
+5.4%
0.07%
+1.5%
Q3 2016$201,000
-6.5%
2,312
-4.6%
0.07%
-9.3%
Q2 2016$215,000
+5.9%
2,4230.0%0.08%
+2.7%
Q1 2016$203,0000.0%2,423
-4.9%
0.07%0.0%
Q4 2015$203,000
-3.3%
2,548
-8.3%
0.07%
-8.8%
Q3 2015$210,000
-3.2%
2,778
-4.3%
0.08%
-1.2%
Q2 2015$217,000
-17.2%
2,903
-6.4%
0.08%
-19.0%
Q1 2015$262,000
-44.0%
3,103
-46.2%
0.10%
-46.5%
Q4 2014$468,000
+12.8%
5,772
-0.1%
0.19%
+7.5%
Q3 2014$415,000
-3.0%
5,780
+1.0%
0.17%
-2.8%
Q2 2014$428,000
+9.5%
5,723
+3.3%
0.18%
-1.1%
Q1 2014$391,000
-52.2%
5,538
-56.3%
0.18%
-19.2%
Q4 2013$818,000
+88.0%
12,672
+92.5%
0.22%
-14.8%
Q3 2013$435,000
-24.5%
6,583
-21.4%
0.26%
-30.8%
Q2 2013$576,000
-1.0%
8,378
+1.6%
0.38%
-8.9%
Q1 2013$582,000
+7.6%
8,248
+0.3%
0.42%
-2.8%
Q4 2012$541,0008,2230.43%
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