Wela Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 950 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 1.31 and the average weighting 1.1%.

Quarter-by-quarter ownership
Wela Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$9,536,721
+16.0%
107,931
+0.6%
5.12%
+4.3%
Q3 2023$8,219,270
+3.1%
107,276
+12.4%
4.91%
-19.9%
Q2 2023$7,974,737
+0.3%
95,437
-0.3%
6.13%
+44.1%
Q1 2023$7,949,133
+107509.8%
95,726
+6.9%
4.26%
+2.6%
Q4 2022$7,387
-99.9%
89,558
+2.8%
4.15%
-12.3%
Q3 2022$6,986,000
-14.5%
87,138
-2.8%
4.73%
-1.4%
Q2 2022$8,171,000
-17.3%
89,680
-1.6%
4.79%
-5.5%
Q1 2022$9,880,000
-7.0%
91,167
-0.4%
5.07%
-3.3%
Q4 2021$10,618,000
+16.4%
91,527
+2.2%
5.25%
+10.3%
Q3 2021$9,119,000
-7.2%
89,593
-7.2%
4.76%
+19.5%
Q2 2021$9,830,000
+9.5%
96,567
-1.2%
3.98%
-17.5%
Q1 2021$8,975,000
+12.2%
97,706
+3.8%
4.83%
+4.8%
Q4 2020$7,996,000
+7.4%
94,143
-0.1%
4.60%
-2.9%
Q3 2020$7,444,000
+10.4%
94,281
+9.8%
4.74%
+10.6%
Q2 2020$6,740,000
+13.3%
85,833
+0.8%
4.29%
-0.6%
Q1 2020$5,949,000
-55.7%
85,167
-41.1%
4.31%
-45.7%
Q4 2019$13,422,000
-0.3%
144,653
+0.2%
7.94%
-4.5%
Q3 2019$13,457,000
+76.6%
144,308
+65.6%
8.31%
+72.0%
Q2 2019$7,618,000
+2.8%
87,165
+2.3%
4.83%
-2.1%
Q1 2019$7,409,000
+14.8%
85,245
-1.5%
4.94%
+1.4%
Q4 2018$6,454,000
-5.3%
86,553
+2.5%
4.87%
+1.4%
Q3 2018$6,812,000
-5.0%
84,430
-4.1%
4.80%
-10.1%
Q2 2018$7,174,000
+15.2%
88,081
+7.0%
5.34%
+7.1%
Q1 2018$6,229,000
+11.9%
82,288
+22.6%
4.99%
+13.8%
Q4 2017$5,569,000
+11.3%
67,110
+11.5%
4.38%
-6.7%
Q3 2017$5,003,000
+561.8%
60,208
+557.8%
4.70%
+534.0%
Q1 2017$756,0009,1530.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders