Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,367 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 7.85 and the average weighting 0.9%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,019,254
-54.3%
172,076
-49.5%
0.53%
-5.7%
Q2 2023$28,489,884
+314.7%
340,952
+312.2%
0.56%
+43.6%
Q1 2023$6,869,172
+30.6%
82,721
+29.7%
0.39%
+139.3%
Q4 2022$5,260,685
+304.7%
63,781
+293.2%
0.16%
+45.5%
Q3 2022$1,300,000
-7.7%
16,220
+4.9%
0.11%
-5.1%
Q2 2022$1,409,000
+12.4%
15,463
+33.6%
0.12%
+32.6%
Q1 2022$1,254,000
-7.2%
11,570
-0.7%
0.09%
-8.2%
Q4 2021$1,351,000
+42.2%
11,646
+24.7%
0.10%
+18.3%
Q3 2021$950,000
-4.9%
9,336
-4.8%
0.08%
-7.9%
Q2 2021$999,000
+11.5%
9,811
+0.6%
0.09%
-2.2%
Q1 2021$896,000
+12.0%
9,753
+3.6%
0.09%
-2.2%
Q4 2020$800,000
+9.0%
9,417
+1.3%
0.09%
-9.7%
Q3 2020$734,000
+27.2%
9,293
+26.5%
0.10%
+13.2%
Q2 2020$577,000
-1.0%
7,347
-0.6%
0.09%
-16.5%
Q1 2020$583,000
-2.7%
7,391
+14.0%
0.11%
-10.7%
Q4 2019$599,000
+22.2%
6,485
+23.4%
0.12%
+6.1%
Q3 2019$490,000
+5.8%
5,257
-0.8%
0.12%
+6.5%
Q2 2019$463,000
-10.6%
5,301
-11.8%
0.11%
-10.0%
Q1 2019$518,000
+56.5%
6,011
+46.0%
0.12%
+41.2%
Q4 2018$331,000
-0.3%
4,1170.0%0.08%
+3.7%
Q3 2018$332,000
-15.3%
4,117
-14.5%
0.08%
-30.5%
Q2 2018$392,000
+25.6%
4,817
+16.7%
0.12%
+2.6%
Q1 2018$312,000
+155.7%
4,128
+180.1%
0.12%
+187.5%
Q3 2017$122,000
-3.2%
1,474
-2.6%
0.04%
+48.1%
Q2 2017$126,000
+0.8%
1,5140.0%0.03%0.0%
Q1 2017$125,000
-63.1%
1,514
-62.4%
0.03%
-63.5%
Q4 2016$339,000
+18.1%
4,028
+21.7%
0.07%0.0%
Q3 2016$287,000
-2.4%
3,311
+0.0%
0.07%
-5.1%
Q2 2016$294,000
+41.3%
3,310
+26.7%
0.08%
+36.8%
Q4 2015$208,000
-36.0%
2,612
-35.0%
0.06%
-41.8%
Q4 2014$325,000
+43.2%
4,016
+32.5%
0.10%
+50.8%
Q2 2014$227,000
-82.5%
3,031
-81.3%
0.06%
-42.0%
Q3 2011$1,300,00016,2200.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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