INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 937 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$984
-9.4%
130.0%0.00%
Q2 2023$1,086
+0.6%
130.0%0.00%
Q1 2023$1,080
+0.7%
130.0%0.00%
Q4 2022$1,072
+7.2%
130.0%0.00%
Q3 2022$1,0000.0%130.0%0.00%
Q2 2022$1,0000.0%130.0%0.00%
Q1 2022$1,000
-50.0%
130.0%0.00%
Q4 2021$2,000
+100.0%
130.0%0.00%
Q3 2021$1,0000.0%130.0%0.00%
Q2 2021$1,0000.0%130.0%0.00%
Q1 2021$1,0000.0%130.0%0.00%
Q4 2020$1,000
-99.5%
13
-99.5%
0.00%
-100.0%
Q3 2020$210,000
-28.8%
2,665
-29.1%
0.05%
-19.7%
Q2 2020$295,000
+29400.0%
3,759
+28815.4%
0.06%
Q1 2020$1,000
-96.4%
13
-95.8%
0.00%
-100.0%
Q4 2019$28,000
-71.1%
306
-70.5%
0.01%
-71.4%
Q3 2019$97,000
+7.8%
1,036
+0.5%
0.02%
+10.5%
Q2 2019$90,000
-47.4%
1,031
-47.5%
0.02%
-47.2%
Q1 2019$171,000
+15.5%
1,965
-0.9%
0.04%
+9.1%
Q4 2018$148,000
-33.9%
1,982
-28.7%
0.03%
-25.0%
Q3 2018$224,000
-3.9%
2,779
-2.8%
0.04%
-10.2%
Q2 2018$233,000
+43.8%
2,860
+33.4%
0.05%
+44.1%
Q1 2018$162,000
-29.6%
2,144
-22.6%
0.03%
-22.7%
Q4 2017$230,000
+6.5%
2,769
+6.5%
0.04%
+2.3%
Q3 2017$216,000
+2.4%
2,601
+2.6%
0.04%
-17.3%
Q2 2017$211,000
-18.5%
2,536
-19.2%
0.05%
-36.6%
Q4 2016$259,0003,1370.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2017
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders