SMITH SHELLNUT WILSON LLC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,031 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 5.53 and the average weighting 0.9%.

Quarter-by-quarter ownership
SMITH SHELLNUT WILSON LLC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$645,304
-9.5%
8,5290.0%0.40%
-1.7%
Q2 2023$712,683
-12.9%
8,529
-13.4%
0.40%
-19.1%
Q1 2023$818,276
+0.3%
9,854
-0.3%
0.50%
-1.2%
Q4 2022$815,480
+2.8%
9,8870.0%0.50%
-4.6%
Q3 2022$793,000
-12.0%
9,8870.0%0.53%
-5.6%
Q2 2022$901,000
-15.6%
9,887
+0.3%
0.56%
-0.2%
Q1 2022$1,068,000
-9.9%
9,854
-3.5%
0.56%
-4.8%
Q4 2021$1,185,000
+6.2%
10,212
-6.9%
0.59%
-9.1%
Q3 2021$1,116,000
-1.7%
10,965
-1.7%
0.65%
-2.1%
Q2 2021$1,135,000
+0.5%
11,150
-9.3%
0.66%
-4.2%
Q1 2021$1,129,000
-7.9%
12,295
-14.9%
0.69%
-5.7%
Q4 2020$1,226,000
-2.5%
14,440
-9.4%
0.73%
+55.5%
Q3 2020$1,258,000
+0.6%
15,9340.0%0.47%
-47.5%
Q2 2020$1,251,000
+11.7%
15,934
-0.6%
0.90%
-4.6%
Q1 2020$1,120,000
-19.0%
16,034
+7.6%
0.94%
+1.8%
Q4 2019$1,383,000
+8.5%
14,908
+9.0%
0.92%
-2.3%
Q3 2019$1,275,000
-1.3%
13,677
-7.5%
0.94%
-2.7%
Q2 2019$1,292,000
+3.9%
14,782
+3.3%
0.97%
-1.4%
Q1 2019$1,243,000
+96.4%
14,305
+68.6%
0.98%
+45.1%
Q4 2018$633,000
-13.4%
8,484
-6.4%
0.68%
+3.5%
Q3 2018$731,000
+116.9%
9,061
+102.8%
0.66%
+125.9%
Q1 2018$337,000
+58.2%
4,467
+74.0%
0.29%
+61.1%
Q4 2017$213,0000.0%2,5670.0%0.18%
-4.3%
Q3 2017$213,0002,5670.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders