MERITAGE PORTFOLIO MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,021 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 2.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$4,298,000
+421.6%
53,608
+503.7%
0.36%
+394.4%
Q4 2019$824,000
-4.6%
8,880
-4.2%
0.07%
-12.2%
Q3 2019$864,000
-91.0%
9,265
-91.6%
0.08%
-91.6%
Q2 2019$9,584,000
-22.0%
109,656
-22.4%
0.98%
-21.6%
Q1 2019$12,282,000
+61.2%
141,321
+38.3%
1.24%
+43.3%
Q4 2018$7,620,000
+30.9%
102,182
+41.6%
0.87%
+63.0%
Q3 2018$5,822,000
-2.0%
72,163
-1.1%
0.53%
-7.9%
Q2 2018$5,943,000
+5.0%
72,963
-2.7%
0.58%
+5.9%
Q1 2018$5,660,000
+14.4%
74,991
+26.0%
0.55%
+12.8%
Q3 2017$4,946,000
+0.3%
59,527
+0.5%
0.48%
-4.3%
Q2 2017$4,929,000
-0.7%
59,220
-1.5%
0.51%
-2.7%
Q1 2017$4,966,000
+1.8%
60,125
+1.8%
0.52%
-2.1%
Q4 2016$4,876,000
+240.3%
59,084
+211.5%
0.53%
+220.5%
Q3 2015$1,433,00018,9700.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders