ROPES WEALTH ADVISORS 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
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$403,657
-10.0%
5,335
-0.6%
0.08%
+5.4%
Q2 2023$448,421
-33.3%
5,366
-33.7%
0.07%
-38.8%
Q1 2023$671,831
+0.1%
8,090
-0.5%
0.12%0.0%
Q4 2022$670,906
-79.7%
8,134
-80.3%
0.12%
-82.6%
Q3 2022$3,311,000
+476.8%
41,299
+555.5%
0.70%
+489.8%
Q2 2022$574,000
-16.0%
6,3000.0%0.12%
+0.9%
Q1 2022$683,000
-9.9%
6,300
-3.6%
0.12%
-12.0%
Q4 2021$758,000
+4.7%
6,533
-8.2%
0.13%
+14.7%
Q3 2021$724,000
-5.0%
7,116
-4.9%
0.12%
-4.1%
Q2 2021$762,000
+40.6%
7,485
+34.3%
0.12%
+27.4%
Q1 2021$542,000
+14.6%
5,5730.0%0.10%
+30.1%
Q4 2020$473,000
+6657.1%
5,573
+6456.5%
0.07%
+7200.0%
Q3 2020$7,0000.0%850.0%0.00%0.0%
Q2 2020$7,000
+16.7%
850.0%0.00%
-50.0%
Q1 2020$6,000
-25.0%
850.0%0.00%0.0%
Q4 2019$8,000
-99.1%
85
-99.2%
0.00%
-99.0%
Q3 2019$940,000
+6.7%
10,0850.0%0.20%
+7.0%
Q2 2019$881,000
+1.1%
10,085
+0.6%
0.19%
-19.1%
Q1 2019$871,000
+16.8%
10,025
+0.2%
0.23%
+7.0%
Q4 2018$746,000
-9.4%
10,000
-2.0%
0.22%
+5.9%
Q3 2018$823,000
+1.0%
10,200
+2.0%
0.20%
-7.7%
Q2 2018$815,000
+7.9%
10,0000.0%0.22%
+6.3%
Q1 2018$755,000
-13.7%
10,000
-5.2%
0.21%
-9.6%
Q4 2017$875,000
+5.3%
10,543
+5.4%
0.23%
+1.8%
Q3 2017$831,000
-4.5%
10,000
-4.3%
0.22%
-8.5%
Q2 2017$870,000
+4.7%
10,450
+3.9%
0.25%
+2.5%
Q1 2017$831,000
-55.1%
10,059
-55.1%
0.24%
-58.7%
Q4 2016$1,851,000
-2.3%
22,426
+2.7%
0.58%
-9.4%
Q3 2016$1,895,000
+18.1%
21,844
+20.7%
0.64%
+14.5%
Q2 2016$1,604,000
+132.8%
18,094
+120.2%
0.56%
+83.6%
Q1 2016$689,000
+4.2%
8,216
-0.8%
0.30%
+4.8%
Q4 2015$661,000
+2654.2%
8,286
+2473.3%
0.29%
+2138.5%
Q3 2015$24,000
-67.1%
322
-67.3%
0.01%
-67.5%
Q2 2015$73,000
-38.7%
984
-30.5%
0.04%
-35.5%
Q1 2015$119,0001,4150.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Vanderbilt University 2,397,646$200,347,30051.29%
LifeGuide Financial Advisors, LLC 532,956$44,533,82930.10%
Gibson Capital, LLC 1,119,995$93,586,84424.31%
Seven Post Investment Office LP 753,365$62,951,15319.18%
MAS Advisors LLC 133,208$11,130,82615.54%
Fairfield University 193,342$16,155,67013.74%
OIKOS HOLDINGS LLC 415,131$34,688,34613.70%
VISTA CAPITAL PARTNERS, INC. 1,090,256$91,101,75912.64%
Gunma Bank,Ltd. 185,000$15,45910.47%
Trustees of the Smith College 139,426$11,650,4379.90%
View complete list of VANGUARD INDEX FDS shareholders