BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$80,653
-9.5%
1,0660.0%0.05%
-3.6%
Q2 2023$89,074
-1.2%
1,066
-1.8%
0.06%
-8.2%
Q1 2023$90,181
+1.5%
1,0860.0%0.06%
-11.6%
Q4 2022$88,840
+101.9%
1,086
+102.2%
0.07%
+102.9%
Q3 2022$44,000
-18.5%
537
-8.4%
0.03%
-12.8%
Q2 2022$54,000
-15.6%
5860.0%0.04%0.0%
Q1 2022$64,000
-8.6%
586
-2.5%
0.04%
-4.9%
Q4 2021$70,0000.0%601
-11.7%
0.04%
-4.7%
Q3 2021$70,000
-5.4%
681
-6.1%
0.04%
-4.4%
Q2 2021$74,000
+10.4%
7250.0%0.04%
+7.1%
Q1 2021$67,000
-32.3%
725
-42.5%
0.04%
-31.1%
Q4 2020$99,0000.0%1,2600.0%0.06%
-11.6%
Q3 2020$99,000
-3.9%
1,260
-3.7%
0.07%
-34.9%
Q2 2020$103,000
+5.1%
1,3080.0%0.11%
+3.9%
Q1 2020$98,000
-34.2%
1,308
-18.8%
0.10%
-11.3%
Q4 2019$149,000–1,611–0.12%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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