Lutz Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 and the average weighting 0.7%.

Quarter-by-quarter ownership
Lutz Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,823,475
-21.4%
37,318
-13.1%
0.31%
-20.5%
Q2 2023$3,590,198
-3.4%
42,966
-4.0%
0.39%
-9.0%
Q1 2023$3,717,035
-16.3%
44,762
-16.9%
0.42%
-22.2%
Q4 2022$4,440,811
-25.2%
53,841
-27.3%
0.54%
-32.9%
Q3 2022$5,940,000
-24.5%
74,088
-14.3%
0.81%
-22.2%
Q2 2022$7,872,000
-31.9%
86,404
-19.0%
1.04%
-26.7%
Q1 2022$11,559,000
-25.9%
106,664
-20.7%
1.42%
-25.6%
Q4 2021$15,601,000
+1.6%
134,476
-10.8%
1.92%
-3.9%
Q3 2021$15,348,000
-12.0%
150,798
-12.0%
1.99%
-14.1%
Q2 2021$17,438,000
-7.3%
171,318
-16.3%
2.32%
-16.5%
Q1 2021$18,802,000
+12.9%
204,684
+4.4%
2.78%
+1.7%
Q4 2020$16,656,000
+15.3%
196,115
+7.2%
2.74%
-1.7%
Q3 2020$14,440,000
+1.2%
182,882
+0.6%
2.78%
-4.3%
Q2 2020$14,275,000
+18.0%
181,772
+4.9%
2.91%
+8.2%
Q1 2020$12,101,000
-34.3%
173,245
-12.7%
2.69%
-17.8%
Q4 2019$18,424,000
+1.2%
198,554
+1.7%
3.27%
-6.2%
Q3 2019$18,209,000
+7.7%
195,272
+0.9%
3.49%
+5.5%
Q2 2019$16,913,000
+1.5%
193,516
+0.9%
3.31%
-2.6%
Q1 2019$16,662,000
+29.2%
191,712
+10.9%
3.40%
+18.1%
Q4 2018$12,892,000
-8.7%
172,883
-1.3%
2.88%
-7.7%
Q3 2018$14,126,000
+19.9%
175,091
+21.0%
3.12%
-7.1%
Q2 2018$11,785,000
+13.0%
144,695
+4.7%
3.36%
+9.1%
Q1 2018$10,427,000
-1.5%
138,155
+8.3%
3.08%
-0.4%
Q4 2017$10,590,000127,6153.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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