Monterey Private Wealth, 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
Monterey Private Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,400,343
-9.7%
31,725
-0.2%
1.21%
-6.2%
Q2 2023$2,657,358
+0.0%
31,802
-0.6%
1.29%
-5.6%
Q1 2023$2,656,318
-2.8%
31,988
-3.5%
1.36%
-7.6%
Q4 2022$2,734,155
+3.8%
33,149
-0.2%
1.48%
-6.5%
Q3 2022$2,634,000
-11.3%
33,230
+2.0%
1.58%
-7.0%
Q2 2022$2,968,000
-17.5%
32,571
-0.6%
1.70%
-2.4%
Q1 2022$3,596,000
-5.8%
32,780
-0.4%
1.74%
-8.1%
Q4 2021$3,818,000
+15.1%
32,910
+1.7%
1.89%
+1.5%
Q3 2021$3,318,000
+1.9%
32,361
+1.1%
1.86%
-0.3%
Q2 2021$3,257,000
+6.5%
31,998
+2.6%
1.87%
+11.1%
Q1 2021$3,057,000
+15.1%
31,175
-0.4%
1.68%
+9.9%
Q4 2020$2,657,000
+9.1%
31,289
+1.4%
1.53%
-2.2%
Q3 2020$2,436,000
-0.2%
30,851
-0.8%
1.57%
-10.0%
Q2 2020$2,442,000
+21.0%
31,098
+7.6%
1.74%
+1.2%
Q1 2020$2,018,00028,8961.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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