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VANGUARD INDX TR
VANGUARD INDX TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 20 Institutional holders with a total value of $17,367,070.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RIVERBRIDGE PARTNERS LLC 34,253 7,076,000 40.74%
2 ZWJ INVESTMENT COUNSEL INC 8,029 1,658,000 9.55%
3 WEDGEWOOD INVESTORS INC /PA/ 7,993 1,651,000 9.51%
4 MOODY LYNN & LIEBERSON, LLC 5,226 1,079,000 6.21%
5 HOLLOWAY WEALTH MANAGEMENT, LLC 4,480 925,000 5.33% PRN
6 Grassi Investment Management 4,357 900,000 5.18%
7 NORTH STAR ASSET MANAGEMENT INC 4,055 838,000 4.83%
8 SOUTH TEXAS MONEY MANAGEMENT LTD 3,171 655,000 3.77%
9 BTR CAPITAL MANAGEMENT INC 3,205 642,000 3.70%
10 BOSTON FINANCIAL MANGEMENT LLC 1,799 372,000 2.14%
11 HOWARD CAPITAL MANAGEMENT 1,386 286,000 1.65%
12 OUTFITTER ADVISORS, LTD. 1,184 245,000 1.41%
13 CARRET ASSET MANAGEMENT, LLC 1,121 232,000 1.34%
14 GOFEN & GLOSSBERG LLC /IL/ 1,075 222,000 1.28%
15 BANCORPSOUTH INC 1,075 222,000 1.28%
16 BB&T SECURITIES, LLC 1,001 207,000 1.19%
17 QCI ASSET MANAGEMENT INC/NY 333 69,000 0.40%
18 FIDUCIARY TRUST INTERNATIONAL LLC 2,411 62,000 0.36%
19 Estabrook Capital Management 102 21,070 0.12%
20 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 26 5,000 0.03%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.