VANGUARD INDEX FDS - 922908496
Detailed investor-level table based on 13F positions.
Early Q2 2014 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS JONES & ASSOCIATES LLC | History | Added to | 104,100 | 14,845 | 0.3% | 0.35% | 1 | +52,050 | 100.0% | Q1 2014 | May 14, 2014 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 62,894 | 8,969 | 0.16% | 0.16% | 2 | +285 | 0.46% | Q1 2014 | May 09, 2014 |
| HANCOCK HOLDING CO | History | Reduced | 16,208 | 2,312 | 0.09% | 0.09% | 3 | -223 | -1.36% | Q1 2014 | May 15, 2014 |
| FULTON BANK, N.A. | History | Added to | 13,589 | 1,938 | 0.22% | 0.22% | 4 | +204 | 1.52% | Q1 2014 | Apr 03, 2014 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 10,089 | 1,439 | 0.2% | 0.21% | 5 | -58 | -0.57% | Q1 2014 | Apr 28, 2014 |
| OUTFITTER ADVISORS, LTD. | History | No change | 8,919 | 1,272 | 0.5% | 0.5% | 6 | 0 | 0.0% | Q1 2014 | May 06, 2014 |
| ARVEST TRUST CO N A | History | Reduced | 7,904 | 1,135 | 0.11% | 0.12% | 7 | -714 | -8.28% | Q1 2014 | May 13, 2014 |
| MOTCO | History | No change | 5,671 | 809 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q1 2014 | May 05, 2014 |
| LATHROP INVESTMENT MANAGEMENT CORP | History | Reduced | 5,037 | 718 | 0.29% | 0.31% | 9 | -70 | -1.37% | Q1 2014 | Apr 11, 2014 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT | History | No change | 3,643 | 520 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q1 2014 | Apr 18, 2014 |
| GOFEN & GLOSSBERG LLC /IL/ | History | Reduced | 3,487 | 495 | 0.02% | 0.02% | 11 | -72 | -2.02% | Q1 2014 | Apr 14, 2014 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 2,354 | 336 | 0.04% | 0.06% | 12 | -1,072 | -31.29% | Q1 2014 | May 13, 2014 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 1,811 | 258 | 0.05% | 0.05% | 13 | -7 | -0.39% | Q1 2014 | May 15, 2014 |
| Hemenway Trust Co LLC | History | No change | 1,478 | 211 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q1 2014 | May 23, 2014 |
| S&T BANK/PA | History | Reduced | 1,473 | 210 | 0.03% | 0.03% | 15 | -23 | -1.54% | Q1 2014 | Apr 30, 2014 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,448 | -100.0% | Q4 2013 | Feb 19, 2014 |