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 2,398,081$244,100,66552.04%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$879,293,00029.70%
Gibson Capital, LLC 1,002,719$101,902,00026.49%
Seven Post Investment Office LP 772,292$78,612,00023.76%
SMI Advisory Services, LLC 369,037$37,564,00016.10%
VISTA CAPITAL PARTNERS, INC. 948,820$96,580,00013.98%
McCutchen Group LLC 574,278$58,456,00010.72%
Fort Henry Capital, LLC 106,207$10,811,0009.50%
Coco Enterprises, LLC 103,061$10,575,0008.78%
One Day In July LLC 298,736$30,408,0007.88%
View complete list of VANGUARD INDEX FDS shareholders