VANGUARD INDEX FDS shareholder history

Current and past VANGUARD INDEX FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NORTH STAR ASSET MANAGEMENT INC 42420.11%0.17%0.32%Q2 2013Q3 202342
MOTCO 42420.02%0.24%0.37%Q2 2013Q3 202342
GOFEN & GLOSSBERG LLC /IL/ 39390.00%0.10%0.22%Q2 2013Q4 202239
FULTON BANK, N.A. 38380.21%2.26%2.67%Q3 2014Q4 202338
RIVERBRIDGE PARTNERS LLC 38380.05%0.12%0.21%Q2 2014Q3 202338
PROFESSIONAL ADVISORY SERVICES INC 36360.09%0.10%0.12%Q2 2014Q1 202336
RNC CAPITAL MANAGEMENT LLC 32320.02%0.03%0.04%Q3 2015Q2 202332
NEVILLE RODIE & SHAW INC 31310.23%0.26%0.29%Q2 2016Q4 202331
First American Bank 1840.24%2.27%3.88%Q4 2013Q4 202131
CARRET ASSET MANAGEMENT, LLC 18110.04%0.13%0.21%Q1 2013Q3 202329
Arvest Bank Trust Division 28280.08%0.22%0.64%Q4 2014Q3 202128
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 26260.07%0.12%0.23%Q3 2014Q4 202026
NORTHSTAR ASSET MANAGEMENT Co LLC 2410.10%0.29%0.38%Q4 2016Q3 202325
Grassi Investment Management 1920.04%0.10%0.19%Q1 2017Q3 202321
GREAT LAKES ADVISORS, LLC 21210.11%0.27%0.48%Q3 2018Q3 202321
ROTHSCHILD INVESTMENT LLC /IL 1920.03%0.07%0.13%Q1 2015Q3 202321
WILLIAMS JONES & ASSOCIATES LLC 10100.01%0.13%0.36%Q2 2014Q2 201920
TRUST DEPARTMENT MB FINANCIAL BANK N A 19190.05%3.22%7.66%Q3 2014Q1 201919
DONALDSON CAPITAL MANAGEMENT, LLC 19190.06%0.08%0.12%Q4 2014Q2 201919
QCI ASSET MANAGEMENT INC/NY 19190.16%0.60%0.94%Q3 2015Q1 202019
Violich Capital Management, Inc. 18180.08%0.09%0.11%Q2 2019Q3 202318
LATHROP INVESTMENT MANAGEMENT CORP 18180.13%0.18%0.29%Q2 2014Q3 201818
Estabrook Capital Management 17170.01%0.01%0.02%Q3 2019Q3 202317
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 1430.02%0.04%0.09%Q2 2015Q1 202117
Williams Jones Wealth Management, LLC. 17170.03%0.04%0.06%Q3 2019Q3 202317
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 17170.31%1.72%2.18%Q2 2015Q2 201917
OUTFITTER ADVISORS, LTD. 17170.28%0.45%0.54%Q2 2014Q2 201817
MOODY LYNN & LIEBERSON, LLC 16160.12%0.13%0.15%Q3 2019Q2 202316
Wallington Asset Management, LLC 16160.08%0.08%0.11%Q4 2019Q3 202316
Lumbard & Kellner, LLC 810.10%0.12%0.18%Q3 2018Q2 202316
ABNER HERRMAN & BROCK LLC 1050.04%0.07%0.09%Q4 2016Q4 202215
ZEVIN ASSET MANAGEMENT LLC 770.04%0.10%0.20%Q2 2018Q4 202114
Holloway Wealth Management, LLC 1210.02%0.37%1.06%Q4 2016Q1 202213
Garde Capital, Inc. 13130.41%0.52%0.65%Q3 2020Q3 202313
O'Brien Greene & Co. Inc 12120.08%0.09%0.10%Q4 2020Q3 202312
ROWLANDMILLER & PARTNERS.ADV 930.03%0.03%0.04%Q4 2020Q4 202312
RiverFront Investment Group, LLC 12120.03%0.06%0.24%Q4 2020Q3 202312
FOUNDERS CAPITAL MANAGEMENT, LLC 11110.14%0.14%0.15%Q4 2018Q2 202111
ZWJ INVESTMENT COUNSEL INC 11110.06%0.06%0.07%Q2 2014Q4 201611
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11110.10%0.11%0.12%Q1 2021Q3 202311
ENCOMPASS WEALTH ADVISORS, LLC 11110.55%0.64%0.72%Q1 2021Q3 202311
CT Financial Advisors LLC 910.01%0.03%0.04%Q1 2014Q1 201710
ATALANTA SOSNOFF CAPITAL, LLC 10100.01%0.01%0.01%Q2 2020Q3 202210
NORTHSTAR INVESTMENT ADVISORS LLC 880.22%0.27%0.31%Q3 2019Q2 20218
ATLAS CAPITAL ADVISORS LLC 610.01%0.03%0.06%Q1 2018Q2 20208
HEADINVEST, LLC 881.44%1.60%1.71%Q4 2018Q3 20208
Hemenway Trust Co LLC 530.06%0.28%0.61%Q4 2014Q3 20238
ARVEST TRUST CO N A 880.65%0.77%0.92%Q4 2021Q3 20238
SOUTH TEXAS MONEY MANAGEMENT LTD 510.01%0.03%0.04%Q4 2015Q3 20198
BECK MACK & OLIVER LLC 430.01%0.03%0.05%Q4 2017Q3 20217
Linker Capital Management Inc. 7720.44%20.91%21.64%Q4 2021Q2 20237
DIVIDEND ASSETS CAPITAL, LLC 770.11%0.11%0.12%Q1 2022Q3 20237
ADVISOR PARTNERS LLC 770.07%0.11%0.16%Q1 2018Q3 20197
BTR CAPITAL MANAGEMENT INC 770.14%0.15%0.16%Q3 2019Q1 20217
SOMERVILLE KURT F 610.11%0.33%0.60%Q4 2016Q3 20197
BB&T SECURITIES, LLC 660.01%0.01%0.01%Q1 2016Q2 20176
STEWART & PATTEN CO LLC 210.04%0.05%0.12%Q4 2019Q3 20236
Silicon Valley Capital Partners 660.67%0.74%0.81%Q4 2016Q1 20186
Fisher Asset Management, LLC 410.00%0.00%0.00%Q4 2014Q4 20176
BANCORPSOUTH INC 660.03%0.03%0.03%Q4 2015Q1 20176
Buffington Mohr McNeal 550.56%0.62%0.73%Q4 2015Q4 20165
ALBION FINANCIAL GROUP /UT 550.06%0.06%0.07%Q2 2013Q2 20145
REILLY FINANCIAL ADVISORS, LLC 550.02%0.02%0.02%Q1 2015Q1 20165
TRADITION ASSET MANAGEMENT LLC 550.08%0.09%0.10%Q2 2019Q2 20205
Dempze Nancy E 550.19%0.25%0.28%Q1 2020Q1 20215
Coston, McIsaac & Partners 550.18%0.24%0.27%Q3 2022Q3 20235
NorthCrest Asset Manangement, LLC 550.02%0.02%0.02%Q4 2021Q4 20225
True Link Financial Advisors, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
BOSTON FINANCIAL MANGEMENT LLC 550.41%0.44%0.49%Q3 2018Q3 20195
Janney Montgomery Scott LLC 440.04%0.05%0.05%Q2 2014Q1 20154
APPLETON PARTNERS INC/MA 220.08%0.10%0.12%Q3 2015Q4 20164
HOWARD CAPITAL MANAGEMENT 310.04%0.07%0.08%Q4 2015Q1 20204
Maryland Capital Management 440.11%0.11%0.12%Q4 2018Q3 20194
CHICKASAW CAPITAL MANAGEMENT LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Kidder Stephen W 440.09%0.10%0.11%Q3 2017Q2 20184
Strategic Investment Solutions, Inc. /IL 330.20%0.40%0.79%Q1 2023Q3 20233
Cornerstone Investment Partners, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
Community Bank, N.A. 330.26%0.29%0.33%Q2 2017Q4 20173
Sandy Spring Bank 330.02%0.02%0.02%Q2 2013Q4 20133
FIRST INTERSTATE BANK 339.60%10.56%12.24%Q4 2014Q2 20153
ENTERPRISE FINANCIAL SERVICES CORP 330.63%0.68%0.77%Q4 2021Q2 20223
RE Dickinson Investment Advisors, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
CATAWBA CAPITAL MANAGEMENT /VA 330.18%0.19%0.19%Q3 2016Q1 20173
Atlas Wealth LLC 330.17%0.17%0.18%Q1 2023Q3 20233
TOWER BRIDGE ADVISORS 330.07%0.07%0.08%Q2 2014Q4 20143
MASSMUTUAL TRUST CO FSB/ADV 330.08%0.08%0.08%Q1 2017Q3 20173
TRADITION CAPITAL MANAGEMENT LLC 110.06%0.07%0.08%Q2 2018Q1 20192
Ascent Wealth Partners, LLC 220.14%0.15%0.16%Q3 2020Q4 20202
Front Street Capital Management, Inc. 110.20%0.20%0.20%Q1 2023Q3 20232
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.22%0.22%0.23%Q2 2023Q3 20232
Vectors Research Management, LLC 220.01%0.01%0.01%Q3 2018Q4 20182
PSI Advisors, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
WealthPLAN Partners, LLC 110.01%0.01%0.02%Q4 2015Q2 20162
Old North State Trust, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.03%0.03%0.03%Q1 2022Q2 20222
55I, LLC 220.01%0.04%0.07%Q1 2022Q2 20222
PALLADIUM PARTNERS LLC 220.04%0.06%0.08%Q4 2021Q1 20222
Alaska Permanent Capital Management 110.96%1.06%1.15%Q2 2018Q2 20192
BRAUN STACEY ASSOCIATES INC 220.04%0.05%0.05%Q2 2023Q3 20232
HIGH POINT BANK & TRUST CO 220.04%0.04%0.05%Q3 2016Q4 20162
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.21%0.23%0.25%Q4 2018Q3 20192
Trivant Custom Portfolio Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Elite Wealth Management, Inc. 220.02%0.02%0.02%Q2 2013Q3 20132
Grey Fox Wealth Advisors, LLC 220.23%0.25%0.27%Q2 2023Q3 20232
Barrett Asset Management, LLC 220.05%0.05%0.05%Q4 2021Q1 20222
Ellevest, Inc. 110.02%0.02%0.02%Q4 2018Q4 20181
TRENT CAPITAL MANAGEMENT INC /NC/ 110.12%0.12%0.12%Q4 2016Q4 20161
Cadence Bank 110.05%0.05%0.05%Q3 2019Q3 20191
THOMAS STORY & SON LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Blue Edge Capital, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Chevy Chase Trust Holdings, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
PARSONS CAPITAL MANAGEMENT INC/RI 110.19%0.19%0.19%Q4 2014Q4 20141
AMARILLO NATIONAL BANK 110.34%0.34%0.34%Q4 2017Q4 20171
Freedom Investment Management, Inc. 110.02%0.02%0.02%Q1 2017Q1 20171
WEST MICHIGAN ADVISORS, LLC 110.45%0.45%0.45%Q2 2023Q2 20231
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.05%0.05%0.05%Q2 2021Q2 20211
Strategic Wealth Partners, Ltd. 110.59%0.59%0.59%Q2 2021Q2 20211
McQueen, Ball & Associates Inc. 111.13%1.13%1.13%Q4 2018Q4 20181
Weaver Consulting Group 110.09%0.09%0.09%Q1 2019Q1 20191
Windsor Creek Advisors, LLC 112.22%2.22%2.22%Q4 2021Q4 20211
Intellectus Partners, LLC 110.20%0.20%0.20%Q2 2017Q2 20171
TUCKER ASSET MANAGEMENT LLC 110.06%0.06%0.06%Q3 2023Q3 20231
DERBY & COMPANY, INC 110.16%0.16%0.16%Q4 2017Q4 20171
Capital Directions Investment Advisors, LLC 110.28%0.28%0.28%Q3 2018Q3 20181
Register Financial Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EMC Capital Management 110.41%0.41%0.41%Q4 2020Q4 20201
Retirement Investment Advisors, Inc. 110.17%0.17%0.17%Q4 2022Q4 20221
Lake Point Wealth Management 110.13%0.13%0.13%Q4 2019Q4 20191
MILLER WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
JB Capital LLC 110.17%0.17%0.17%Q3 2021Q3 20211
Endurance Wealth Management, Inc. 110.04%0.04%0.04%Q1 2015Q1 20151
Advocacy Wealth Management Services, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Ethos Financial Group, LLC 110.17%0.17%0.17%Q1 2023Q1 20231
DT Investment Partners, LLC 110.47%0.47%0.47%Q3 2017Q3 20171
JAMES INVESTMENT RESEARCH INC 110.03%0.03%0.03%Q1 2023Q1 20231
ORG Partners LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Pine Ridge Advisers LLC 111.59%1.59%1.59%Q4 2020Q4 20201
Paragon Capital Management LLC 110.08%0.08%0.08%Q1 2017Q1 20171
Almanack Investment Partners, LLC. 110.55%0.55%0.55%Q1 2017Q1 20171
HARBOR ADVISORY CORP /MA/ 110.26%0.26%0.26%Q1 2021Q1 20211
FDx Advisors, Inc. 110.02%0.02%0.02%Q1 2015Q1 20151
Starfire Investment Advisers, Inc. 110.60%0.60%0.60%Q4 2015Q4 20151
1776 Wealth LLC 110.16%0.16%0.16%Q3 2023Q3 20231
CARDEROCK CAPITAL MANAGEMENT INC 110.12%0.12%0.12%Q2 2017Q2 20171
Holistic Financial Partners 110.18%0.18%0.18%Q4 2019Q4 20191
NORTH POINT PORTFOLIO MANAGERS CORP/OH 110.09%0.09%0.09%Q3 2023Q3 20231

This page lists all the filers that currently own VANGUARD INDEX FDS or have owned VANGUARD INDEX FDS in the past.