Monterey Private Wealth, Inc. - 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
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 Q2 2023
NameSharesValueWeighting ↓
Vanderbilt University 2,413,381$245,633,91857.83%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$879,207,00029.46%
Gibson Capital, LLC 1,002,491$101,863,00026.64%
Seven Post Investment Office LP 772,292$78,604,00024.44%
SMI Advisory Services, LLC 369,029$37,560,00016.82%
VISTA CAPITAL PARTNERS, INC. 954,533$97,152,00013.96%
McCutchen Group LLC 623,529$63,463,00011.58%
Fort Henry Capital, LLC 106,063$10,795,0009.50%
Coco Enterprises, LLC 108,871$11,381,0009.08%
Crestone Asset Management LLC 362,203$36,865,0008.06%
View complete list of VANGUARD INDEX FDS shareholders