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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 922908678

VANGUARD INDEX FDS

19 institutions · $56.9M total · 1,031,317 shares

#ManagerSharesValue% of TotalPeriod
1Fulton Bank, N.A.297,147$22.1M28.81%2025-12-31
2PARTNERS CAPITAL INVESTMENT GROUP, LLP187,807$11.7M18.21%2024-06-30
3FIRST MERCHANTS CORP146,286$10.9M14.18%2025-12-31
4SILVERCREST ASSET MANAGEMENT GROUP LLC71,570$4.5M6.93%2024-06-30
5Fifth Third Wealth Advisors LLC40,526$2.8M3.92%2025-06-30
6FERGUSON WELLMAN CAPITAL MANAGEMENT, INC17,248$1.3M1.67%2025-12-31
7Grey Fox Wealth Advisors, LLC14,508$1.1M1.40%2025-12-31
8Register Financial Advisors LLC17,811$975.3K1.72%2023-03-31
9Jackson Wealth Management, LLC4,705$351.0K0.45%2025-12-31
10Williams Jones Wealth Management, LLC.5,016$338.0K0.48%2025-03-31
11Tradewinds, LLC.4,968$256.9K0.48%2023-03-31
12Brooklyn Investment Group3,660$252.4K0.35%2025-06-30
13NORTH STAR ASSET MANAGEMENT INC3,127$213.0K0.30%2024-09-30
14Financial Gravity Companies, Inc.363$25.0K0.03%2025-06-30
15Financial Gravity Asset Management, Inc.306$22.8K0.02%2025-12-31
16RFP Financial Group LLC315$19.7K0.03%2024-06-30
17Garde Capital, Inc.200,891$13.3K19.47%2024-12-31
18GOFEN & GLOSSBERG LLC /IL/8,912$4880.86%2023-03-31
19ROTHSCHILD INVESTMENT CORP /IL6,151$3310.59%2023-12-31