Berkeley Capital Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 911 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.82 and the average weighting 1.1%.

Quarter-by-quarter ownership
Berkeley Capital Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$365,045
+2.4%
4,358
+5.8%
0.11%
+0.9%
Q1 2024$356,338
-10.5%
4,120
-8.6%
0.11%
-17.4%
Q4 2023$398,247
+36.5%
4,507
+16.9%
0.13%
+25.7%
Q3 2023$291,746
-8.6%
3,856
+0.9%
0.10%
-7.1%
Q2 2023$319,295
-20.8%
3,821
-21.2%
0.11%
-24.2%
Q1 2023$402,923
-0.4%
4,852
-1.1%
0.15%
-4.5%
Q4 2022$404,460
+4.0%
4,904
+1.1%
0.16%
-7.1%
Q3 2022$389,000
-8.7%
4,850
+3.7%
0.17%
-4.5%
Q2 2022$426,000
+0.9%
4,679
+20.2%
0.18%
+4.8%
Q1 2022$422,000
-5.4%
3,893
+1.2%
0.17%
-8.2%
Q4 2021$446,000
+12.9%
3,846
-0.8%
0.18%
+0.5%
Q3 2021$395,000
+1.5%
3,876
+1.4%
0.18%
+5.2%
Q2 2021$389,000
+10.5%
3,821
-0.4%
0.17%
+1.8%
Q1 2021$352,000
+8.6%
3,836
+0.4%
0.17%
+2.4%
Q4 2020$324,000
+9.5%
3,820
+1.8%
0.17%
-8.3%
Q3 2020$296,000
-5.4%
3,752
-5.7%
0.18%
-6.2%
Q2 2020$313,000
+6.5%
3,980
-5.4%
0.19%
-3.5%
Q1 2020$294,000
-23.4%
4,205
+1.6%
0.20%
+1.5%
Q4 2019$384,000
-1.5%
4,137
-1.0%
0.20%
-4.4%
Q3 2019$390,000
+0.5%
4,178
-5.8%
0.21%
+13.8%
Q2 2019$388,000
+2.1%
4,434
+1.5%
0.18%
-3.7%
Q1 2019$380,000
+16.2%
4,370
-0.4%
0.19%
+3.3%
Q4 2018$327,000
-4.4%
4,388
+3.4%
0.18%
-5.7%
Q3 2018$342,000
-1.2%
4,243
-0.3%
0.19%
-4.5%
Q2 2018$346,000
+5.2%
4,255
-2.5%
0.20%
+6.3%
Q1 2018$329,000
-14.8%
4,366
-6.2%
0.19%
-25.2%
Q4 2017$386,000
-12.3%
4,655
-12.2%
0.25%
-13.6%
Q3 2017$440,000
-11.6%
5,300
-11.4%
0.29%
-13.3%
Q2 2017$498,000
-3.7%
5,983
-4.4%
0.34%
-3.4%
Q1 2017$517,000
-5.0%
6,257
-5.1%
0.35%
-10.5%
Q4 2016$544,000
-3.9%
6,594
+1.1%
0.39%
-3.0%
Q3 2016$566,000
-5.0%
6,521
-2.9%
0.40%
-3.3%
Q2 2016$596,000
+0.7%
6,716
-5.0%
0.42%
-2.3%
Q1 2016$592,000
-14.8%
7,068
-19.0%
0.43%
-24.2%
Q4 2015$695,0008,7210.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders