OXFORD FINANCIAL GROUP, LTD. LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,482 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,224,179
-9.5%
16,1800.0%0.11%
-17.8%
Q2 2023$1,352,001
-10.2%
16,180
-10.7%
0.13%
-23.7%
Q1 2023$1,504,851
-1.7%
18,122
-2.4%
0.17%
-5.1%
Q4 2022$1,531,324
+2.2%
18,566
-0.6%
0.18%
-20.9%
Q3 2022$1,498,000
-12.9%
18,680
-1.1%
0.22%
-11.4%
Q2 2022$1,720,000
-13.9%
18,880
+2.4%
0.25%
+0.4%
Q1 2022$1,998,000
-15.4%
18,440
-9.4%
0.25%
-4.5%
Q4 2021$2,362,000
+16.3%
20,359
+2.0%
0.26%
+2.3%
Q3 2021$2,031,0000.0%19,9520.0%0.26%
-4.8%
Q2 2021$2,031,000
+10.8%
19,9520.0%0.27%
+7.1%
Q1 2021$1,833,000
+8.1%
19,9520.0%0.25%
+3.3%
Q4 2020$1,695,000
+11.4%
19,952
+3.6%
0.25%
+0.4%
Q3 2020$1,521,000
+2.4%
19,257
+1.8%
0.24%
-2.8%
Q2 2020$1,485,000
+15.1%
18,909
+2.4%
0.25%
-2.3%
Q1 2020$1,290,000
-72.8%
18,464
-63.8%
0.26%
-80.4%
Q4 2019$4,739,000
+29.3%
51,071
+29.9%
1.32%
+13.6%
Q3 2019$3,666,000
+12.4%
39,317
+5.4%
1.16%
+8.3%
Q2 2019$3,261,000
-2.1%
37,316
-2.7%
1.07%
-10.2%
Q1 2019$3,332,000
+11.4%
38,341
-4.4%
1.19%
+21.9%
Q4 2018$2,991,00040,1110.98%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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