JMG Financial Group, Ltd. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,121 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 8.23 and the average weighting 0.9%.

Quarter-by-quarter ownership
JMG Financial Group, Ltd. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,205,522
+81478.3%
214,189
-9.9%
0.78%
-16.0%
Q2 2023$19,865
+3.4%
237,731
+2.8%
0.93%
-4.4%
Q1 2023$19,203
-1.3%
231,251
-2.0%
0.97%
-8.8%
Q4 2022$19,457
-99.9%
235,902
+25.3%
1.07%
+8.9%
Q3 2022$15,095,000
-15.6%
188,290
-4.1%
0.98%
-11.6%
Q2 2022$17,893,000
-28.2%
196,391
-14.5%
1.11%
-11.3%
Q1 2022$24,905,000
+10.9%
229,815
+18.7%
1.25%
+8.9%
Q4 2021$22,464,000
+15.4%
193,642
+1.2%
1.15%
+5.8%
Q3 2021$19,467,000
+1.4%
191,262
+1.4%
1.09%
+0.6%
Q2 2021$19,200,000
+10.4%
188,627
-0.3%
1.08%
+0.5%
Q1 2021$17,386,000
+10.0%
189,269
+1.7%
1.08%
-1.2%
Q4 2020$15,812,000
+10.8%
186,178
+3.0%
1.09%
-6.0%
Q3 2020$14,275,000
+0.3%
180,783
-0.2%
1.16%
-7.4%
Q2 2020$14,230,000
-1.9%
181,208
-12.7%
1.25%
-19.3%
Q1 2020$14,502,000
-17.9%
207,612
+9.0%
1.55%
-10.0%
Q4 2019$17,672,000
+1.6%
190,457
+2.1%
1.72%
-5.5%
Q3 2019$17,390,000
+6.5%
186,491
-0.2%
1.82%
+4.0%
Q2 2019$16,325,000
+0.1%
186,782
-0.5%
1.75%
-7.8%
Q1 2019$16,314,000
+12.0%
187,711
-3.9%
1.90%
+13.5%
Q4 2018$14,563,000
-10.8%
195,289
-3.5%
1.67%
-2.2%
Q3 2018$16,322,000
-17.4%
202,306
-16.6%
1.71%
-21.4%
Q2 2018$19,767,000
+3.8%
242,685
-3.9%
2.18%
-3.0%
Q1 2018$19,050,000
+2.9%
252,418
+13.1%
2.24%
+2.0%
Q4 2017$18,521,000
+23.5%
223,196
+23.7%
2.20%
+14.3%
Q3 2017$14,996,000
+14.2%
180,476
+14.4%
1.93%
+17.8%
Q2 2017$13,132,000
+13.2%
157,783
+12.4%
1.64%
+6.8%
Q1 2017$11,596,000
+9.2%
140,409
+9.1%
1.53%
-5.6%
Q4 2016$10,623,000
-3.3%
128,721
+1.7%
1.62%
-9.4%
Q3 2016$10,980,000
-0.2%
126,580
+2.0%
1.79%
-5.8%
Q2 2016$11,007,000
+3.6%
124,133
-2.1%
1.90%
-4.6%
Q1 2016$10,627,000
+3.0%
126,818
-2.0%
1.99%
-8.5%
Q4 2015$10,319,000
+9.5%
129,430
+3.7%
2.18%
-5.8%
Q3 2015$9,426,000
+4.7%
124,782
+3.6%
2.31%
+11.3%
Q2 2015$8,999,000
-9.8%
120,484
+1.8%
2.08%
-10.8%
Q1 2015$9,980,000
+12.8%
118,376
+8.4%
2.33%
+1.0%
Q4 2014$8,847,000
+18.6%
109,219
+5.2%
2.31%
+11.3%
Q3 2014$7,460,000
+0.5%
103,825
+4.7%
2.07%
-1.0%
Q2 2014$7,425,000
+26.6%
99,206
+19.4%
2.09%
+17.0%
Q1 2014$5,867,000
+18.1%
83,083
+8.0%
1.79%
+21.4%
Q4 2013$4,968,000
+69.0%
76,948
+73.2%
1.47%
+54.3%
Q3 2013$2,939,000
+0.7%
44,429
+4.6%
0.96%
-3.3%
Q2 2013$2,920,00042,4880.99%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$527,985,00042.42%
Sterling Global Strategies LLC 125,307$10,593,00032.30%
Cassaday & Co Inc. 274,620$23,153,00027.32%
RFG Advisory, LLC 367,085$29,136,00022.20%
Gibson Capital, LLC 822,476$69,200,00020.58%
MOLLER WEALTH PARTNERS 376,305$31,726,00014.65%
Brouwer & Janachowski, LLC 359,744$30,330,00012.92%
VISTA CAPITAL PARTNERS, INC. 489,582$41,277,00012.77%
Tanglewood Wealth Management, Inc. 307,820$25,952,00012.55%
Mariner Wealth Advisors-NYC, LLC 303,385$25,578,00012.22%
View complete list of VANGUARD INDEX FDS shareholders