Bollard Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bollard Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12
-7.7%
159
+1.3%
0.00%
Q2 2023$130.0%1570.0%0.00%
Q1 2023$13
-66.7%
157
-66.5%
0.00%
-100.0%
Q4 2022$39
-99.9%
469
+1.5%
0.00%
-50.0%
Q3 2022$37,000
-11.9%
462
+1.1%
0.00%0.0%
Q2 2022$42,000
-23.6%
457
-10.2%
0.00%0.0%
Q1 2022$55,000
-17.9%
509
-11.3%
0.00%0.0%
Q4 2021$67,000
-5.6%
574
-17.9%
0.00%0.0%
Q3 2021$71,0000.0%699
+0.1%
0.00%0.0%
Q2 2021$71,000
+10.9%
698
+0.1%
0.00%0.0%
Q1 2021$64,000
+48.8%
697
+36.1%
0.00%0.0%
Q4 2020$43,0005120.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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