Private Ocean, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,171 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 2.31 and the average weighting 1.0%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,528,348
-19.1%
99,502
-10.7%
0.96%
-18.9%
Q2 2023$9,308,605
-15.9%
111,400
-16.5%
1.18%
-20.0%
Q1 2023$11,074,850
-5.4%
133,368
-6.0%
1.47%
+1.4%
Q4 2022$11,703,245
+135.5%
141,892
+128.9%
1.45%
+85.6%
Q3 2022$4,970,000
-5.2%
61,999
+7.7%
0.78%
-3.1%
Q2 2022$5,243,000
-16.6%
57,550
-0.8%
0.81%
+3.1%
Q1 2022$6,286,000
-12.4%
58,009
-6.3%
0.78%
-6.7%
Q4 2021$7,179,000
+11.7%
61,886
-2.0%
0.84%
+7.4%
Q3 2021$6,426,000
+6.8%
63,136
+6.8%
0.78%
-0.8%
Q2 2021$6,017,000
+9.5%
59,107
-1.2%
0.79%
-19.3%
Q1 2021$5,496,000
+7.7%
59,829
-0.4%
0.98%
-5.2%
Q4 2020$5,103,000
+9.6%
60,084
+1.9%
1.03%
-5.6%
Q3 2020$4,654,000
-16.0%
58,938
-16.5%
1.09%
-19.8%
Q2 2020$5,542,000
+10.1%
70,579
-2.0%
1.36%
-1.3%
Q1 2020$5,033,000
+50.1%
72,055
+99.4%
1.38%
+69.2%
Q4 2019$3,354,000
-4.2%
36,137
-3.7%
0.81%
-6.3%
Q3 2019$3,501,000
+6.1%
37,543
-0.6%
0.87%
-1.4%
Q2 2019$3,300,000
+0.2%
37,758
-0.3%
0.88%
-1.6%
Q1 2019$3,292,000
+19.4%
37,877
+2.5%
0.90%
+14.9%
Q4 2018$2,757,000
-7.1%
36,966
+0.4%
0.78%
-41.1%
Q3 2018$2,969,000
-0.2%
36,801
+0.7%
1.32%
-3.8%
Q2 2018$2,976,000
-35.9%
36,539
-40.6%
1.37%
-37.9%
Q1 2018$4,641,000
+51.5%
61,504
+66.6%
2.21%
+29.5%
Q4 2017$3,064,000
-1.7%
36,925
-1.5%
1.71%
-10.0%
Q3 2017$3,116,000
+0.7%
37,500
+0.9%
1.90%
-5.2%
Q2 2017$3,094,000
+0.1%
37,174
-0.6%
2.00%
-1.9%
Q1 2017$3,090,000
-1.9%
37,411
-2.0%
2.04%
-4.2%
Q4 2016$3,150,000
-0.4%
38,174
+4.7%
2.13%
+1.6%
Q3 2016$3,163,000
+17.9%
36,464
+20.6%
2.10%
+8.9%
Q2 2016$2,682,000
+1.9%
30,243
-3.7%
1.93%
-0.9%
Q1 2016$2,632,000
-0.9%
31,409
-5.7%
1.94%
+0.1%
Q4 2015$2,655,000
+5.5%
33,301
-0.0%
1.94%
+4.6%
Q3 2015$2,516,000
+3.8%
33,306
+2.6%
1.86%
+4.2%
Q2 2015$2,425,000
-11.2%
32,464
+0.2%
1.78%
-11.2%
Q1 2015$2,732,000
+2.7%
32,407
-1.3%
2.00%
+1.0%
Q4 2014$2,659,000
+3.1%
32,829
-8.5%
1.98%
+4.4%
Q3 2014$2,578,000
-3.5%
35,886
+0.6%
1.90%
-3.9%
Q2 2014$2,671,000
+2.7%
35,689
-3.1%
1.98%
+2.6%
Q1 2014$2,601,000
+8.4%
36,830
-0.9%
1.93%
-0.3%
Q4 2013$2,400,00037,1701.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders