Whitegate Investment Counselors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,038 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 13.93 and the average weighting 0.9%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,633,228
-8.3%
61,237
+1.3%
1.55%
-6.5%
Q2 2023$5,050,774
-9.7%
60,444
-10.2%
1.66%
-8.2%
Q1 2023$5,592,319
+96535.9%
67,345
-4.0%
1.81%
-8.6%
Q4 2022$5,787
-99.9%
70,164
+3.2%
1.98%
-4.3%
Q3 2022$5,449,000
-18.6%
67,966
-7.5%
2.06%
-15.7%
Q2 2022$6,693,000
-18.6%
73,458
-3.2%
2.45%
-3.6%
Q1 2022$8,221,000
-26.5%
75,863
-21.3%
2.54%
-22.8%
Q4 2021$11,182,000
+11.3%
96,390
-2.3%
3.29%
+130.9%
Q3 2021$10,046,000
-0.6%
98,699
-0.5%
1.42%
-0.4%
Q2 2021$10,102,000
+12.8%
99,241
+1.8%
1.43%
+4.8%
Q1 2021$8,956,000
+8.6%
97,492
+0.4%
1.37%
+2.3%
Q4 2020$8,243,000
+8.4%
97,057
+0.8%
1.34%
-3.7%
Q3 2020$7,601,000
+2.4%
96,262
+1.8%
1.39%
-6.7%
Q2 2020$7,426,000
-5.8%
94,568
-16.2%
1.48%
-22.4%
Q1 2020$7,887,000
-21.7%
112,916
+4.0%
1.91%
+4.6%
Q4 2019$10,079,000
+0.7%
108,624
+1.2%
1.83%
-6.9%
Q3 2019$10,011,000
+10.3%
107,356
+3.4%
1.96%
+7.7%
Q2 2019$9,078,000
+1.1%
103,866
+0.5%
1.82%
-1.8%
Q1 2019$8,982,000
+18.4%
103,348
+1.6%
1.86%
+6.0%
Q4 2018$7,586,000
+1.4%
101,732
+9.7%
1.75%
+14.9%
Q3 2018$7,480,000
-6.8%
92,713
-5.9%
1.53%
-7.0%
Q2 2018$8,024,000
-2.5%
98,520
-9.7%
1.64%
-6.6%
Q1 2018$8,233,000
+7.0%
109,085
+17.7%
1.76%
+9.3%
Q4 2017$7,692,000
+13.3%
92,697
+13.5%
1.61%
+7.2%
Q3 2017$6,788,000
+8.2%
81,691
+8.4%
1.50%
+5.6%
Q2 2017$6,274,000
+1.0%
75,385
+0.3%
1.42%
-5.0%
Q1 2017$6,209,000
+26.7%
75,176
+26.6%
1.49%
+13.7%
Q4 2016$4,902,000
+7.1%
59,401
+12.5%
1.31%
+5.4%
Q3 2016$4,579,000
+1.9%
52,790
+4.2%
1.24%
-0.2%
Q2 2016$4,493,000
+7.7%
50,670
+1.8%
1.25%
+9.2%
Q1 2014$4,171,00049,7681.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders