CARRET ASSET MANAGEMENT, LLC - VANGUARD INDEX 500 FUND ownership

VANGUARD INDEX 500 FUND's ticker is and the CUSIP is 922908108. A total of 17 filers reported holding VANGUARD INDEX 500 FUND in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CARRET ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX 500 FUND
ValueSharesWeighting
Q2 2019$254,000
+4.1%
9340.0%0.04%0.0%
Q1 2019$244,000
+13.0%
9340.0%0.04%
+2.6%
Q4 2018$216,000
-13.9%
9340.0%0.04%0.0%
Q3 2018$251,000
+7.3%
9340.0%0.04%
+2.6%
Q2 2018$234,000
+2.6%
9340.0%0.04%0.0%
Q1 2018$228,000
-1.3%
9340.0%0.04%
+5.6%
Q4 2017$231,000
+6.5%
9340.0%0.04%
+2.9%
Q3 2017$217,000
+3.8%
9340.0%0.04%0.0%
Q2 2017$209,000
+2.5%
9340.0%0.04%
-5.4%
Q1 2017$204,000
-12.1%
934
-16.7%
0.04%
-15.9%
Q4 2016$232,000
+3.6%
1,1210.0%0.04%
+4.8%
Q3 2016$224,000
+5.2%
1,121
+2.2%
0.04%
+2.4%
Q2 2016$213,000
+2.4%
1,0970.0%0.04%
-6.8%
Q1 2016$208,000
+1.5%
1,097
+0.7%
0.04%0.0%
Q4 2015$205,000
-1.0%
1,0890.0%0.04%
+7.3%
Q2 2015$207,000
-0.5%
1,0890.0%0.04%
+2.5%
Q1 2015$208,000
+0.5%
1,0890.0%0.04%
+2.6%
Q4 2014$207,0001,0890.04%
Other shareholders
VANGUARD INDEX 500 FUND shareholders Q4 2018
NameSharesValueWeighting ↓
WEDGEWOOD INVESTORS INC /PA/ 7,996$1,744,0001.53%
Holloway Wealth Management, LLC 4,489$979,0000.62%
MASSMUTUAL TRUST CO FSB/ADV 23,682$5,163,816,0000.48%
Kalos Management, Inc. 1,745$381,0000.27%
Grassi Investment Management 4,357$950,0000.16%
MOODY LYNN & LIEBERSON, LLC 5,226$1,139,0000.16%
RIVERBRIDGE PARTNERS LLC 30,698$6,694,0000.13%
BTR CAPITAL MANAGEMENT INC 2,330$508,0000.11%
OUTFITTER ADVISORS, LTD. 1,184$258,0000.10%
NORTH STAR ASSET MANAGEMENT INC 4,056$884,0000.09%
View complete list of VANGUARD INDEX 500 FUND shareholders