LAKE STREET ADVISORS GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,482 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$41,423,000
+83696.2%
547,487
-7.5%
2.46%
-9.9%
Q2 2023$49,433
-10.4%
591,592
-11.0%
2.73%
-19.9%
Q1 2023$55,180
+0.6%
664,503
-0.0%
3.41%
-5.6%
Q4 2022$54,824
-99.9%
664,697
+3.4%
3.61%
-3.4%
Q3 2022$51,526,000
-9.0%
642,705
+3.4%
3.74%
-7.4%
Q2 2022$56,643,000
-17.9%
621,695
-2.3%
4.04%
-8.1%
Q1 2022$68,977,000
-5.1%
636,494
+1.6%
4.39%
-4.2%
Q4 2021$72,672,000
+8.3%
626,429
-0.8%
4.58%
-7.5%
Q2 2021$67,077,000
+18.9%
631,728
+2.8%
4.95%
+7.9%
Q1 2021$56,427,000
+4.9%
614,276
-3.0%
4.59%
+3.1%
Q4 2020$53,806,000
+7.7%
633,535
+0.1%
4.45%
-5.5%
Q3 2020$49,949,000
-1.8%
632,591
-2.3%
4.71%
-8.6%
Q2 2020$50,869,000
+27.3%
647,763
+13.3%
5.16%
+3.9%
Q1 2020$39,950,000
-7.0%
571,946
+23.6%
4.96%
+17.5%
Q4 2019$42,949,000
+3.9%
462,860
+2.0%
4.23%
-5.7%
Q3 2019$41,349,000
+7.2%
453,927
+2.9%
4.48%
+9.9%
Q2 2019$38,572,000
-0.9%
441,327
-1.4%
4.08%
-0.1%
Q1 2019$38,912,000
+19.9%
447,723
+2.8%
4.08%
+3.3%
Q4 2018$32,462,000
-5.2%
435,328
+2.6%
3.95%
+4.2%
Q3 2018$34,243,000
-5.0%
424,436
-4.1%
3.80%
+5.3%
Q2 2018$36,051,000
+43.9%
442,615
+33.3%
3.60%
+28.1%
Q1 2018$25,060,000
-4.5%
332,049
+5.0%
2.81%
-5.2%
Q4 2017$26,238,000316,1942.97%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders