Samalin Investment Counsel, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,500 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
Samalin Investment Counsel, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$435,843
+9.5%
5,203
+13.0%
0.20%
+7.4%
Q1 2024$398,206
+9.7%
4,605
+12.1%
0.19%
+3.8%
Q4 2023$363,123
-14.0%
4,109
-26.4%
0.18%
-24.7%
Q3 2023$422,321
-23.2%
5,582
-15.2%
0.24%
-18.2%
Q2 2023$550,073
-16.8%
6,583
-17.3%
0.30%
-25.4%
Q1 2023$660,760
-8.9%
7,957
-9.6%
0.40%
-13.3%
Q4 2022$725,627
+18.8%
8,798
+15.5%
0.46%
+2.5%
Q3 2022$611,000
-8.3%
7,618
+4.3%
0.45%
-4.5%
Q2 2022$666,000
+4.4%
7,306
+24.1%
0.47%
+21.2%
Q1 2022$638,000
+4.9%
5,885
+12.3%
0.39%
+6.0%
Q4 2021$608,000
+13.0%
5,241
-0.9%
0.36%
+4.3%
Q3 2021$538,000
-3.1%
5,288
-2.9%
0.35%
-2.8%
Q2 2021$555,000
-1.8%
5,447
-11.5%
0.36%
-5.0%
Q1 2021$565,000
+19.7%
6,154
+10.8%
0.38%
+7.1%
Q4 2020$472,000
+33.7%
5,554
+24.3%
0.35%
+12.4%
Q3 2020$353,000
+14.6%
4,469
+13.8%
0.32%
-2.5%
Q2 2020$308,000
+19.4%
3,928
+6.1%
0.32%
-6.4%
Q1 2020$258,000
-30.5%
3,703
-7.5%
0.34%
+10.6%
Q4 2019$371,0004,0030.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders