Chesapeake Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Chesapeake Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$739,953
-2.5%
9,780
+7.6%
0.31%
+3.3%
Q2 2023$759,142
+0.5%
9,085
-0.2%
0.30%
-5.1%
Q1 2023$755,664
-4.8%
9,100
-5.5%
0.32%
-9.5%
Q4 2022$794,034
+7.2%
9,627
+4.3%
0.35%
+3.0%
Q3 2022$741,000
-9.4%
9,233
+2.9%
0.34%
-3.4%
Q2 2022$818,000
-15.5%
8,976
+0.5%
0.35%
-0.6%
Q1 2022$968,000
-7.1%
8,934
-0.5%
0.35%
+0.3%
Q4 2021$1,042,000
+12.8%
8,976
-1.2%
0.35%
+6.4%
Q3 2021$924,000
-13.9%
9,086
-13.8%
0.33%
-5.2%
Q2 2021$1,073,000
+9.8%
10,545
-0.8%
0.35%
+6.4%
Q1 2021$977,000
+7.5%
10,631
-0.6%
0.33%
+5.5%
Q4 2020$909,000
+4.1%
10,696
-3.2%
0.31%
-4.9%
Q3 2020$873,000
+0.9%
11,049
+0.4%
0.33%
-5.2%
Q2 2020$865,000
+9.2%
11,008
-2.9%
0.34%
-6.0%
Q1 2020$792,000
-24.6%
11,334
+0.0%
0.37%
-9.6%
Q4 2019$1,051,000
+0.1%
11,329
+0.7%
0.40%
-5.4%
Q3 2019$1,050,000
+12.9%
11,253
+5.7%
0.43%
+10.0%
Q2 2019$930,000
+6.0%
10,642
+5.4%
0.39%
+0.8%
Q1 2019$877,000
+16.9%
10,094
+0.3%
0.39%
+4.0%
Q4 2018$750,000
-6.7%
10,068
+1.0%
0.37%
+3.9%
Q3 2018$804,000
-6.4%
9,964
-5.5%
0.36%
-9.8%
Q2 2018$859,000
+3.0%
10,540
-4.6%
0.40%
+2.9%
Q1 2018$834,00011,0440.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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