Connecticut Wealth Management, LLC - 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
Connecticut Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,416,698
+50.2%
31,942
+65.9%
0.16%
+47.3%
Q2 2023$1,608,533
+7.0%
19,250
+6.3%
0.11%
-1.8%
Q1 2023$1,503,833
+78.7%
18,110
+77.5%
0.11%
+60.6%
Q4 2022$841,461
+44.8%
10,202
+40.7%
0.07%
+31.5%
Q3 2022$581,000
+57.0%
7,251
+78.6%
0.05%
+68.8%
Q2 2022$370,000
-25.1%
4,060
-10.9%
0.03%
-15.8%
Q1 2022$494,000
-8.7%
4,558
-2.2%
0.04%
-9.5%
Q4 2021$541,000
-4.9%
4,659
-16.7%
0.04%
-16.0%
Q3 2021$569,000
-12.5%
5,593
-12.4%
0.05%
-12.3%
Q2 2021$650,000
-10.3%
6,385
-19.1%
0.06%
-13.6%
Q1 2021$725,000
-15.1%
7,888
-21.6%
0.07%
-27.5%
Q4 2020$854,000
-25.6%
10,061
-30.8%
0.09%
-28.3%
Q3 2020$1,148,000
+230.8%
14,534
+288.6%
0.13%
+234.2%
Q4 2019$347,0003,7400.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Vanderbilt University 2,397,646$200,347,30051.29%
LifeGuide Financial Advisors, LLC 532,956$44,533,82930.10%
Gibson Capital, LLC 1,119,995$93,586,84424.31%
Seven Post Investment Office LP 753,365$62,951,15319.18%
MAS Advisors LLC 133,208$11,130,82615.54%
Fairfield University 193,342$16,155,67013.74%
OIKOS HOLDINGS LLC 415,131$34,688,34613.70%
VISTA CAPITAL PARTNERS, INC. 1,090,256$91,101,75912.64%
Gunma Bank,Ltd. 185,000$15,45910.47%
Trustees of the Smith College 139,426$11,650,4379.90%
View complete list of VANGUARD INDEX FDS shareholders