Litman Gregory Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 845 filers reported holding VANGUARD INDEX FDS in Q2 2016. The put-call ratio across all filers is 0.25 and the average weighting 1.2%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$702,671
-8.4%
9,287
+1.1%
0.07%
-24.0%
Q2 2023$767,459
+16.2%
9,185
+14.7%
0.10%
+4.3%
Q4 2022$660,719
+7.4%
8,011
+4.4%
0.09%
-6.1%
Q3 2022$615,000
-72.6%
7,670
-68.9%
0.10%
-70.3%
Q2 2022$2,246,000
-29.2%
24,656
-15.8%
0.33%
-28.9%
Q1 2022$3,172,000
-5.0%
29,272
+1.7%
0.46%
-18.2%
Q4 2021$3,339,000
+18.9%
28,782
+4.3%
0.57%
+7.2%
Q3 2021$2,808,000
+8.6%
27,591
+966.9%
0.53%
+9.5%
Q2 2021$2,586,000
-13.4%
2,586
-92.0%
0.48%
-17.4%
Q1 2021$2,986,000
+8.5%
32,506
+0.3%
0.58%
+15.6%
Q4 2020$2,752,000
+18.0%
32,401
+9.6%
0.51%
+5.0%
Q3 2020$2,333,000
+5.1%
29,553
+4.6%
0.48%
-1.6%
Q2 2020$2,219,000
+16.4%
28,258
+3.6%
0.49%
+2.3%
Q1 2020$1,906,000
-18.7%
27,286
+8.1%
0.48%
-8.2%
Q4 2019$2,343,000
+3.6%
25,253
+4.1%
0.52%
-5.6%
Q3 2019$2,261,000
+5.2%
24,250
-1.4%
0.55%
-2.5%
Q2 2019$2,150,000
-4.1%
24,597
-4.6%
0.57%
-7.0%
Q1 2019$2,241,000
+9.2%
25,788
-6.3%
0.61%
-3.2%
Q4 2018$2,052,000
-6.4%
27,517
+1.2%
0.63%
-14.9%
Q3 2018$2,193,000
-12.0%
27,184
-11.1%
0.74%
-24.6%
Q2 2018$2,492,000
+0.6%
30,590
-6.8%
0.98%
-2.8%
Q1 2018$2,478,000
+18.5%
32,839
+30.3%
1.01%
+60.6%
Q4 2017$2,091,000
-17.2%
25,193
-17.1%
0.63%
-49.0%
Q3 2017$2,526,000
+80.6%
30,405
+80.9%
1.23%
+54.9%
Q2 2017$1,399,000
-9.4%
16,812
-10.2%
0.80%
-16.8%
Q1 2017$1,545,000
-0.8%
18,712
-0.8%
0.96%
-8.5%
Q4 2016$1,557,000
+5.3%
18,862
+10.7%
1.05%
-2.7%
Q3 2016$1,478,000
+6.9%
17,041
+9.3%
1.08%
-2.2%
Q2 2016$1,383,000
+40.4%
15,592
+32.6%
1.10%
+41.1%
Q1 2016$985,000
-3.2%
11,755
-8.0%
0.78%
+6.1%
Q4 2015$1,018,000
+10.9%
12,7710.0%0.73%
-40.6%
Q3 2014$918,000
+0.2%
12,771
+4.3%
1.24%
-24.7%
Q2 2014$916,000
-1.2%
12,245
-6.7%
1.64%
+47.0%
Q1 2014$927,00013,1201.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2016
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