PACIFIC CAPITAL WEALTH ADVISORS, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,310 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,835,631
-9.6%
235,734
-0.2%
5.00%
-0.1%
Q2 2023$19,734,643
+6.1%
236,173
+5.4%
5.00%
+4.5%
Q1 2023$18,603,229
+2.1%
224,027
+1.4%
4.79%
+1.7%
Q4 2022$18,215,301
-6.7%
220,845
-9.3%
4.71%
-11.4%
Q3 2022$19,515,000
-1.1%
243,419
+12.4%
5.31%
-2.7%
Q2 2022$19,726,000
+16.2%
216,511
+38.2%
5.46%
+12.6%
Q1 2022$16,975,000
+3.2%
156,643
+10.5%
4.85%
+2.5%
Q4 2021$16,442,000
+20.7%
141,726
+5.9%
4.73%
+9.4%
Q3 2021$13,625,000
+88.3%
133,867
+88.4%
4.33%
+18.9%
Q2 2021$7,234,000
+21.3%
71,063
+9.4%
3.64%
+9.7%
Q1 2021$5,965,000
+11.7%
64,933
+3.3%
3.32%
+9.4%
Q4 2020$5,338,000
+6.5%
62,857
-0.9%
3.03%
+1.9%
Q3 2020$5,010,000
+1.5%
63,445
+0.9%
2.98%
-11.1%
Q2 2020$4,937,000
+19.7%
62,867
+6.5%
3.35%
+7.4%
Q1 2020$4,125,000
-24.2%
59,050
+0.7%
3.12%
-14.2%
Q4 2019$5,443,00058,6573.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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