BEACON INVESTMENT ADVISORY SERVICES, INC. - 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
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$246,629
+0.7%
2,9700.0%0.01%
-7.7%
Q4 2022$244,966
+2.9%
2,9700.0%0.01%0.0%
Q3 2022$238,000
-15.3%
2,970
-3.8%
0.01%
-13.3%
Q2 2022$281,000
-14.1%
3,086
+2.4%
0.02%
+7.1%
Q1 2022$327,000
-6.6%
3,0130.0%0.01%0.0%
Q4 2021$350,000
+11.1%
3,013
-2.6%
0.01%
+7.7%
Q3 2021$315,000
+4.3%
3,092
+4.1%
0.01%
+8.3%
Q2 2021$302,000
-6.5%
2,970
-15.6%
0.01%
-14.3%
Q1 2021$323,000
+17.0%
3,517
+8.2%
0.01%
+7.7%
Q4 2020$276,000
+9.1%
3,250
+1.6%
0.01%0.0%
Q3 2020$253,000
-3.1%
3,198
-3.6%
0.01%
-13.3%
Q2 2020$261,000
-60.8%
3,318
-65.2%
0.02%
-68.1%
Q1 2020$665,000
-24.1%
9,524
+0.8%
0.05%0.0%
Q4 2019$876,000
-24.5%
9,444
-24.1%
0.05%
-59.5%
Q3 2019$1,160,000
+2.7%
12,443
-3.7%
0.12%
-3.3%
Q2 2019$1,130,0000.0%12,927
-0.6%
0.12%0.0%
Q1 2019$1,130,000
+12.9%
12,999
-3.2%
0.12%
+8.1%
Q4 2018$1,001,000
-9.7%
13,428
-2.2%
0.11%
+2.8%
Q3 2018$1,108,000
-18.8%
13,732
-18.1%
0.11%
-21.7%
Q2 2018$1,365,000
-70.1%
16,760
-72.3%
0.14%
-70.8%
Q1 2018$4,572,000
-0.1%
60,586
+9.9%
0.47%
-2.3%
Q4 2017$4,575,000
-35.6%
55,135
-35.5%
0.48%
-20.7%
Q3 2017$7,107,000
+339.2%
85,533
+340.1%
0.61%
+110.7%
Q2 2017$1,618,000
+4.2%
19,436
+3.4%
0.29%
-2.7%
Q1 2017$1,553,000
+15.6%
18,802
+15.5%
0.30%
+14.2%
Q4 2016$1,344,000
-2.9%
16,284
+2.0%
0.26%
-13.9%
Q3 2016$1,384,000
+420.3%
15,961
+432.2%
0.30%
+420.7%
Q2 2016$266,0002,9990.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Vanderbilt University 2,315,181$210,936,14153.28%
LifeGuide Financial Advisors, LLC 450,815$41,074,00037.50%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$787,036,00035.27%
Gibson Capital, LLC 1,011,898$92,025,00027.25%
Iyo Bank, Ltd. 879,356$80,118,00026.66%
Seven Post Investment Office LP 774,168$70,534,00026.23%
Passive Capital Management, LLC. 469,582$42,783,62221.78%
VISTA CAPITAL PARTNERS, INC. 972,043$88,563,00014.41%
Fairfield University 196,916$17,941,030,00014.02%
McCutchen Group LLC 636,808$58,020,00011.76%
View complete list of VANGUARD INDEX FDS shareholders