WEALTHCARE CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 801 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 4.19 and the average weighting 1.2%.

Quarter-by-quarter ownership
WEALTHCARE CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,391,258
-1.4%
18,388
+8.9%
0.17%
+3.0%
Q2 2023$1,410,708
+12.7%
16,883
+12.0%
0.16%
+7.8%
Q1 2023$1,252,164
+16.2%
15,079
+15.5%
0.15%
+10.9%
Q4 2022$1,077,161
+13.9%
13,060
+10.7%
0.14%
+15.0%
Q3 2022$946,000
-15.4%
11,797
-3.9%
0.12%
-1.6%
Q2 2022$1,118,000
-16.9%
12,276
-1.1%
0.12%
-6.9%
Q1 2022$1,345,000
+1.7%
12,413
+8.9%
0.13%
+8.3%
Q4 2021$1,322,000
+20.4%
11,394
+5.6%
0.12%
+14.2%
Q3 2021$1,098,000
+16.1%
10,788
+16.1%
0.11%
+16.5%
Q2 2021$946,000
+11.4%
9,292
+0.5%
0.09%
+7.1%
Q1 2021$849,000
+61.1%
9,245
+48.9%
0.08%
+54.5%
Q4 2020$527,000
+15.1%
6,207
+7.0%
0.06%
+5.8%
Q3 2020$458,000
+38.8%
5,799
+37.9%
0.05%
+30.0%
Q2 2020$330,000
+6.8%
4,206
-5.0%
0.04%
-4.8%
Q1 2020$309,000
-37.4%
4,427
-16.8%
0.04%
-28.8%
Q4 2019$494,000
-0.4%
5,324
+0.1%
0.06%
-3.3%
Q3 2019$496,000
-2.9%
5,318
-9.0%
0.06%
-14.1%
Q2 2019$511,000
-13.1%
5,846
-13.6%
0.07%
-15.5%
Q1 2019$588,000
+5.6%
6,766
-9.5%
0.08%
-2.3%
Q4 2018$557,000
-7.0%
7,476
+0.6%
0.09%
+22.9%
Q3 2018$599,000
-4.3%
7,430
-3.4%
0.07%
-1.4%
Q2 2018$626,000
+6.6%
7,691
-1.2%
0.07%
+6.0%
Q1 2018$587,000
+6.0%
7,783
+16.7%
0.07%
+8.1%
Q4 2017$554,000
-3.7%
6,671
-3.5%
0.06%
-1.6%
Q3 2017$575,000
-2.7%
6,914
-2.7%
0.06%
-6.0%
Q2 2017$591,000
+24.2%
7,103
+23.2%
0.07%
+28.8%
Q1 2017$476,000
-45.7%
5,764
-45.7%
0.05%
-49.0%
Q4 2016$876,000
+10.2%
10,615
+15.8%
0.10%
+14.6%
Q3 2016$795,000
+1.0%
9,169
+3.3%
0.09%
-1.1%
Q2 2016$787,000
+7.2%
8,880
+1.4%
0.09%
+4.7%
Q1 2016$734,000
+0.5%
8,761
-4.4%
0.09%
-4.4%
Q4 2015$730,000
-2.7%
9,162
-7.8%
0.09%
-1.1%
Q3 2015$750,000
+2.9%
9,935
+1.7%
0.09%
+5.8%
Q2 2015$729,000
-45.4%
9,766
-38.3%
0.09%
-45.9%
Q1 2015$1,335,000
+84.6%
15,838
+77.6%
0.16%
+60.6%
Q4 2014$723,000
+12.3%
8,920
-0.5%
0.10%
+6.5%
Q3 2014$644,000
-0.2%
8,964
+4.0%
0.09%
-2.1%
Q2 2014$645,000
+6.1%
8,618
+0.1%
0.10%
-1.0%
Q1 2014$608,000
+30300.0%
8,613
+25232.4%
0.10%
Q4 2013$2,0000.0%340.0%0.00%
Q3 2013$2,0000.0%340.0%0.00%
Q2 2013$2,000340.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2016
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