SEC 13F Intelligence

VFINXVANGUARD INDEX 500

CUSIP 922908108 · Yahoo Finance ↗ · Google Finance ↗

Vanguard Index 500 (VFINX) has 1 institutional holders in Filings Flow’s 13F database, together reporting 2.1K shares worth $511,000 as of Q1 2020. The largest reported holders are Riverbridge Partners LLC, Moody Lynn Lieberson & Walker, LLC, and Williams Jones & Associates LLC.

Institutional Holders
1
Q1 2020
Reported Value
$511,000
Ticker
VFINX
Quarters Tracked
6

Ownership Trend

Institutional holders
Q4 ’18: 16Q4 ’18Q1 ’19: 16Q1 ’19Q2 ’19: 17Q2 ’19Q3 ’19: 1Q3 ’19Q4 ’19: 1Q4 ’19Q1 ’20: 1Q1 ’20filingsflow.com
Total reported value
Q4 ’18: $9MQ4 ’18Q1 ’19: $11MQ1 ’19Q2 ’19: $12MQ2 ’19Q3 ’19: $1MQ3 ’19Q4 ’19: $1MQ4 ’19Q1 ’20: $511,000Q1 ’20filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BTR CAPITAL MANAGEMENT INC$641M AUM0.14%$735,0002.7KQ2 2019OLDER
NORTHSTAR ASSET MANAGEMENT Co$445M AUM0.13%$334,0001.2KQ2 2019OLDER
MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM0.12%$1M4.0KQ2 2019OLDER
RIVERBRIDGE PARTNERS LLC$3.6B AUM0.07%$3M12.8KQ2 2019OLDER
HOWARD CAPITAL MANAGEMENT$891M AUM0.05%$394,0001.5KQ2 2019OLDER
QCI ASSET MANAGEMENT INC/NY$1.7B AUM0.05%$557,0002.1KQ2 2019OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.05%$154,684569Q2 2019OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.05%$511,0002.1KQ1 2020
Cadence Bank$1.7B AUM0.05%$483,0001.8KQ2 2019OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.04%$254,000934Q2 2019OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.03%$225,282830Q2 2019OLDER
SOUTH TEXAS MONEY MANAGEMENT LTD$2.4B AUM0.02%$563,0002.1KQ2 2019OLDER
WILLIAMS JONES & ASSOCIATES LLC$4.8B AUM0.02%$1M3.9KQ2 2019OLDER
BOSTON FINANCIAL MANGEMENT LLC$3.3B AUM0.01%$254,000936Q2 2019OLDER
Estabrook Capital Management$685M AUM0.00%$29,041107Q2 2019OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.