Edge Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,188 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.58 and the average weighting 0.8%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$378,300
-9.5%
5,0000.0%0.09%
-3.3%
Q2 2023$417,800
+0.7%
5,0000.0%0.09%
-4.2%
Q1 2023$414,800
+1.4%
5,0000.0%0.10%0.0%
Q4 2022$409,025
+1.5%
5,0000.0%0.10%
+6.7%
Q3 2022$403,000
-11.6%
5,0000.0%0.09%
-10.1%
Q2 2022$456,000
-15.9%
5,0000.0%0.10%
-7.5%
Q1 2022$542,000
-6.6%
5,0000.0%0.11%
+0.9%
Q4 2021$580,000
+13.9%
5,0000.0%0.11%
+7.1%
Q3 2021$509,000
-0.2%
5,0000.0%0.10%
-4.8%
Q2 2021$510,000
+11.1%
5,0000.0%0.10%
+6.1%
Q1 2021$459,000
+8.3%
5,0000.0%0.10%
+2.1%
Q4 2020$424,000
+7.3%
5,0000.0%0.10%
+5.5%
Q3 2020$395,000
+0.5%
5,0000.0%0.09%
+21.3%
Q2 2020$393,000
+14.9%
5,0000.0%0.08%
+1.4%
Q1 2020$342,000
+3320.0%
5,000
+3746.2%
0.07%
+2366.7%
Q1 2018$10,000
-41.2%
130
-39.3%
0.00%
-40.0%
Q4 2017$17,000
-5.6%
2140.0%0.01%0.0%
Q3 2017$18,0000.0%2140.0%0.01%
-16.7%
Q2 2017$18,0000.0%2140.0%0.01%0.0%
Q1 2017$18,000
-65.4%
214
-66.4%
0.01%
-70.0%
Q4 2016$52,000
-5.5%
6370.0%0.02%
-13.0%
Q3 2016$55,000
+189.5%
637
+197.7%
0.02%
+187.5%
Q2 2016$19,000
+5.6%
2140.0%0.01%0.0%
Q1 2016$18,000
+5.9%
2140.0%0.01%
+33.3%
Q4 2015$17,000
-59.5%
214
-62.1%
0.01%
-62.5%
Q3 2015$42,000
+16.7%
564
+17.5%
0.02%
+33.3%
Q2 2015$36,000
-40.0%
480
-32.7%
0.01%
-40.0%
Q1 2015$60,000
-35.5%
713
-37.3%
0.02%
-41.2%
Q4 2014$93,000
+102.2%
1,138
+76.7%
0.03%
+88.9%
Q3 2014$46,000
-4.2%
6440.0%0.02%
-10.0%
Q2 2014$48,000
+6.7%
644
+0.2%
0.02%
+5.3%
Q1 2014$45,000
+542.9%
643
+474.1%
0.02%
+533.3%
Q4 2013$7,0000.0%1120.0%0.00%
-25.0%
Q3 2013$7,000
-12.5%
112
+0.9%
0.00%
-20.0%
Q2 2013$8,0001110.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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