GOULD ASSET MANAGEMENT LLC /CA/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,426 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 2.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,366,110
+1.5%
123,792
+12.1%
2.64%
+2.6%
Q2 2023$9,226,978
+2.0%
110,423
+1.4%
2.58%
-0.1%
Q1 2023$9,047,128
+5.7%
108,949
+5.0%
2.58%
+0.1%
Q4 2022$8,561,377
+5.0%
103,799
+2.0%
2.58%
-7.0%
Q3 2022$8,155,000
-8.4%
101,720
+4.1%
2.77%
-3.4%
Q2 2022$8,906,000
-14.5%
97,755
+1.7%
2.86%
-4.0%
Q1 2022$10,417,000
-6.3%
96,125
+0.3%
2.98%
-4.2%
Q4 2021$11,118,000
+17.4%
95,838
+3.0%
3.12%
+6.7%
Q3 2021$9,468,000
-1.2%
93,021
-1.2%
2.92%
+7.2%
Q2 2021$9,581,000
+7.9%
94,126
-2.7%
2.73%
+0.6%
Q1 2021$8,882,000
+9.7%
96,691
+1.5%
2.71%
+10.0%
Q4 2020$8,094,000
+10.0%
95,301
+2.3%
2.46%
-0.8%
Q3 2020$7,358,000
+6.6%
93,185
+6.0%
2.48%
+2.7%
Q2 2020$6,904,000
+18.8%
87,920
+5.7%
2.42%
+9.2%
Q1 2020$5,810,000
-25.3%
83,176
-0.8%
2.22%
-14.3%
Q4 2019$7,779,000
+2.3%
83,830
+2.8%
2.58%
-3.9%
Q3 2019$7,602,000
+6.2%
81,520
-0.5%
2.69%
+4.1%
Q2 2019$7,158,000
-0.5%
81,897
-1.0%
2.58%
-3.9%
Q1 2019$7,191,000
+17.3%
82,742
+0.6%
2.69%
+5.5%
Q4 2018$6,131,000
-17.0%
82,221
-10.2%
2.55%
-13.5%
Q3 2018$7,389,000
-2.6%
91,586
-1.7%
2.95%
-10.0%
Q2 2018$7,585,000
+10.0%
93,130
+1.9%
3.28%
+8.3%
Q1 2018$6,898,000
-18.0%
91,405
-9.8%
3.02%
-17.1%
Q4 2017$8,412,000
+5.3%
101,371
+5.5%
3.65%
+1.6%
Q3 2017$7,987,000
+2.4%
96,124
+2.6%
3.59%
-4.6%
Q2 2017$7,801,000
+5.0%
93,723
+4.2%
3.76%
+0.9%
Q1 2017$7,431,000
-16.8%
89,973
-16.8%
3.73%
-18.5%
Q4 2016$8,928,000
-22.2%
108,179
-18.2%
4.58%
-25.9%
Q3 2016$11,470,000
+62.5%
132,237
+66.1%
6.18%
+63.4%
Q2 2016$7,060,000
-35.7%
79,627
-39.2%
3.78%
-36.0%
Q1 2016$10,972,000
+29.4%
130,931
+23.1%
5.91%
+30.0%
Q4 2015$8,482,000
+36.5%
106,384
+29.4%
4.55%
+31.2%
Q3 2015$6,212,000
+17.5%
82,238
+16.1%
3.46%
+29.3%
Q2 2015$5,289,000
-54.8%
70,819
-49.0%
2.68%
-53.4%
Q1 2015$11,698,000
-10.6%
138,753
-14.1%
5.75%
-10.6%
Q4 2014$13,088,000
+26.5%
161,578
+12.2%
6.43%
+28.5%
Q3 2014$10,346,000
-44.7%
143,996
-42.4%
5.00%
-44.4%
Q2 2014$18,709,000
+75.2%
249,981
+65.3%
9.00%
+59.1%
Q1 2014$10,679,000
+478.8%
151,214
+429.1%
5.66%
+426.4%
Q4 2013$1,845,000
+36.5%
28,581
+39.8%
1.08%
+26.6%
Q3 2013$1,352,000
-86.2%
20,438
-85.7%
0.85%
-86.1%
Q2 2013$9,806,000142,6966.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders