Dougherty Wealth Advisers LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,515 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 3.49 and the average weighting 0.7%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,843,986
-9.7%
24,372
-0.2%
2.14%
-23.8%
Q2 2023$2,041,371
+2.7%
24,430
+2.0%
2.80%
-6.8%
Q1 2023$1,988,559
-0.3%
23,947
-1.0%
3.00%
-8.3%
Q4 2022$1,995,274
+27.4%
24,191
+23.8%
3.28%
+5.8%
Q3 2022$1,566,000
-10.0%
19,539
+2.3%
3.10%
-4.6%
Q2 2022$1,740,000
-15.2%
19,103
+0.9%
3.25%
+4.8%
Q1 2022$2,053,000
-5.3%
18,941
+1.3%
3.10%
+2.3%
Q4 2021$2,168,000
+19.8%
18,692
+5.2%
3.03%
+12.5%
Q3 2021$1,809,000
+0.1%
17,769
+0.1%
2.69%
+0.9%
Q2 2021$1,807,000
+8.1%
17,749
-2.4%
2.67%
+5.8%
Q1 2021$1,671,000
+9.6%
18,187
+1.4%
2.52%
+5.3%
Q4 2020$1,524,000
+228.4%
17,941
+205.1%
2.39%
+49.5%
Q3 2020$464,000
+0.7%
5,880
+0.1%
1.60%
-5.0%
Q2 2020$461,000
+29.9%
5,873
+15.5%
1.69%
+19.2%
Q1 2020$355,000
-22.0%
5,087
+3.6%
1.41%
+1.7%
Q4 2019$455,000
-10.6%
4,908
-10.0%
1.39%
-17.0%
Q3 2019$509,000
+0.4%
5,456
-6.0%
1.67%
+16.9%
Q2 2019$507,000
+15.8%
5,803
+15.1%
1.43%
-3.6%
Q1 2019$438,000
+4.5%
5,041
+1.2%
1.48%
+7.6%
Q4 2018$419,0004,9821.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Vanderbilt University 2,369,281$217,642,15353.00%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$793,515,00029.37%
Gibson Capital, LLC 1,011,740$92,771,00025.91%
Seven Post Investment Office LP 766,908$70,448,00024.63%
SMI Advisory Services, LLC 352,677$32,397,00014.70%
VISTA CAPITAL PARTNERS, INC. 939,717$86,322,00013.38%
McCutchen Group LLC 516,049$47,404,0009.52%
Fort Henry Capital, LLC 107,190$9,846,0009.32%
Coco Enterprises, LLC 99,753$9,219,0008.62%
Gunma Bank,Ltd. 162,000$14,881,0008.50%
View complete list of VANGUARD INDEX FDS shareholders