KELLEHER FINANCIAL ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,661 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.30 and the average weighting 0.9%.

Quarter-by-quarter ownership
KELLEHER FINANCIAL ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,440,340
-9.5%
19,0370.0%0.72%
-16.5%
Q2 2023$1,590,732
-5.6%
19,037
-6.1%
0.86%
-17.3%
Q1 2023$1,684,217
+42.2%
20,282
+41.3%
1.04%
+25.8%
Q4 2022$1,184,165
+2.9%
14,3570.0%0.83%
+0.1%
Q3 2022$1,151,000
-5.8%
14,357
+7.0%
0.82%
+50.0%
Q2 2022$1,222,000
+21.7%
13,417
+44.8%
0.55%
-0.9%
Q1 2022$1,004,000
-6.6%
9,2670.0%0.56%
-2.8%
Q4 2021$1,075,000
-3.2%
9,267
-15.1%
0.57%
+16.5%
Q3 2021$1,111,000
+17.8%
10,917
+17.8%
0.49%
-7.5%
Q2 2021$943,000
-14.8%
9,267
-23.1%
0.53%
-25.5%
Q1 2021$1,107,000
+43.6%
12,052
+32.8%
0.71%
+22.6%
Q4 2020$771,000
+5.6%
9,078
-1.9%
0.58%
-4.1%
Q3 2020$730,000
+0.4%
9,257
-0.1%
0.60%
-13.3%
Q2 2020$727,000
+12.4%
9,2670.0%0.70%
-9.8%
Q1 2020$647,000
-21.3%
9,267
+4.5%
0.77%
-6.5%
Q4 2019$822,000
-0.5%
8,8670.0%0.83%
-17.8%
Q3 2019$826,000
-10.8%
8,867
-16.3%
1.01%
-11.8%
Q2 2019$926,000
+27.9%
10,600
+9.1%
1.14%
-1.7%
Q4 2018$724,000
-8.2%
9,717
-0.7%
1.16%
+13.4%
Q3 2018$789,000
+0.4%
9,784
+1.3%
1.02%
-8.8%
Q2 2018$786,000
+24.4%
9,659
+15.3%
1.12%
+30.5%
Q1 2018$632,000
+26.4%
8,377
+39.0%
0.86%
+9.0%
Q4 2017$500,0000.0%6,0270.0%0.79%
-24.9%
Q3 2017$500,000
+4.4%
6,027
+4.6%
1.05%
+13.9%
Q2 2017$479,000
+0.8%
5,7620.0%0.92%
-8.9%
Q1 2017$475,000
+68.4%
5,762
+68.4%
1.01%
+545.9%
Q4 2016$282,000
-28.2%
3,422
-34.3%
0.16%
-39.8%
Q3 2015$393,000
-0.8%
5,209
-1.8%
0.26%
+15.5%
Q2 2015$396,000
-47.1%
5,307
-40.2%
0.23%
-45.3%
Q1 2015$748,000
-38.4%
8,882
-40.8%
0.41%
-36.7%
Q4 2014$1,214,000
-5.5%
14,996
-7.8%
0.65%
-6.3%
Q3 2014$1,284,000
+9.4%
16,261
+3.6%
0.70%
+13.5%
Q2 2014$1,174,000
+8.4%
15,691
+2.2%
0.61%
+4.3%
Q1 2014$1,083,000
+177.7%
15,346
+153.9%
0.59%
+191.1%
Q4 2013$390,000
+93.1%
6,044
+97.6%
0.20%
+75.7%
Q3 2013$202,0003,0590.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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