Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 911 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.82 and the average weighting 1.1%.

Quarter-by-quarter ownership
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2017$400,000
-25.2%
4,823
-25.2%
0.13%
-28.0%
Q3 2017$535,000
-0.2%
6,4440.0%0.18%
-5.4%
Q2 2017$536,000
+0.8%
6,4440.0%0.18%
-1.1%
Q1 2017$532,0000.0%6,4440.0%0.19%
-5.1%
Q4 2016$532,000
-4.8%
6,4440.0%0.20%
-10.5%
Q3 2016$559,000
+41.5%
6,444
+44.5%
0.22%
+35.8%
Q2 2016$395,000
+86.3%
4,458
+76.0%
0.16%
+72.3%
Q1 2016$212,000
+5.0%
2,5330.0%0.09%
+3.3%
Q4 2015$202,000
+5.8%
2,5330.0%0.09%
+13.8%
Q3 2015$191,000
+1.1%
2,5330.0%0.08%
+5.3%
Q2 2015$189,000
-11.7%
2,5330.0%0.08%
-12.6%
Q1 2015$214,000
+4.4%
2,5330.0%0.09%0.0%
Q4 2014$205,000
+7.9%
2,5330.0%0.09%
-15.5%
Q2 2014$190,000
+6.1%
2,5330.0%0.10%0.0%
Q1 2014$179,000
+9.1%
2,5330.0%0.10%
+2.0%
Q4 2013$164,0002,5330.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders