CALTON & ASSOCIATES, 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
CALTON & ASSOCIATES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$903,006
+15.6%
10,807
+14.9%
0.42%
+16.3%
Q1 2023$781,000
+0.8%
9,405
+0.1%
0.36%
+20.7%
Q4 2022$774,737
+14.8%
9,393
+11.6%
0.30%
-22.5%
Q3 2022$675,000
-12.8%
8,419
-0.9%
0.39%
-10.0%
Q2 2022$774,000
-22.4%
8,498
-7.8%
0.43%
+45.3%
Q1 2022$998,000
-8.2%
9,212
-1.7%
0.30%
+2.1%
Q4 2021$1,087,000
-7.5%
9,371
-18.8%
0.29%
+12.8%
Q3 2021$1,175,000
-9.6%
11,545
-9.6%
0.26%
+4.0%
Q2 2021$1,300,000
+0.5%
12,767
-9.3%
0.25%
-2.0%
Q1 2021$1,293,000
+2.1%
14,078
-5.7%
0.25%
+11.5%
Q4 2020$1,267,000
+5.0%
14,923
-2.4%
0.23%
-8.9%
Q3 2020$1,207,000
+9.5%
15,285
+9.0%
0.25%
+3.3%
Q2 2020$1,102,000
+8.7%
14,027
-3.3%
0.24%
-4.4%
Q1 2020$1,014,000
-20.7%
14,513
+5.3%
0.25%
-2.3%
Q4 2019$1,278,000
+80.5%
13,777
+81.5%
0.26%
+63.7%
Q3 2019$708,000
+20.4%
7,591
+12.8%
0.16%
-5.4%
Q2 2019$588,000
+16.0%
6,728
+15.4%
0.17%
+7.8%
Q1 2019$507,000
+18.5%
5,832
+1.7%
0.15%
-1.9%
Q4 2018$428,000
-7.4%
5,737
+0.1%
0.16%
+15.4%
Q3 2018$462,000
+26.9%
5,731
+29.7%
0.14%
+28.3%
Q2 2018$364,000
+33.8%
4,419
+22.8%
0.11%
+34.2%
Q1 2018$272,000
-34.5%
3,600
-30.3%
0.08%
-24.0%
Q4 2017$415,0005,1650.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Vanderbilt University 2,315,181$210,936,14153.28%
LifeGuide Financial Advisors, LLC 450,815$41,074,00037.50%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8,638,304$787,036,00035.27%
Gibson Capital, LLC 1,011,898$92,025,00027.25%
Iyo Bank, Ltd. 879,356$80,118,00026.66%
Seven Post Investment Office LP 774,168$70,534,00026.23%
Passive Capital Management, LLC. 469,582$42,783,62221.78%
VISTA CAPITAL PARTNERS, INC. 972,043$88,563,00014.41%
Fairfield University 196,916$17,941,030,00014.02%
McCutchen Group LLC 636,808$58,020,00011.76%
View complete list of VANGUARD INDEX FDS shareholders