NORTHCAPE WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,615 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
NORTHCAPE WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,468,153
-11.3%
32,622
-2.0%
0.94%
-5.9%
Q2 2023$2,781,129
-2.1%
33,283
-2.7%
1.00%
-2.3%
Q1 2023$2,840,800
+14.1%
34,210
+13.3%
1.03%
-26.0%
Q4 2022$2,489,669
+1.3%
30,185
-1.5%
1.39%
+58.9%
Q3 2022$2,457,000
-10.2%
30,651
+2.1%
0.88%
-16.4%
Q2 2022$2,735,000
-33.2%
30,016
-20.6%
1.05%
-12.5%
Q1 2022$4,096,000
-5.7%
37,794
+0.9%
1.20%
-18.4%
Q4 2021$4,345,00037,4551.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Vanderbilt University 2,374,356$195,836,88350.47%
LifeGuide Financial Advisors, LLC 496,644$40,963,19635.52%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,424,154$529,86427.58%
Gibson Capital, LLC 1,037,595$85,580,52225.48%
Seven Post Investment Office LP 752,486$62,065,01921.82%
Passive Capital Management, LLC. 534,787$44,109,19220.07%
Fairfield University 201,998$16,660,75913.84%
VISTA CAPITAL PARTNERS, INC. 1,054,461$86,971,92913.56%
Michelson Medical Research Foundation, Inc. 226,480$18,680,07012.10%
Iyo Bank, Ltd. 235,715$19,44211.45%
View complete list of VANGUARD INDEX FDS shareholders