Segment Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,343 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 3.06 and the average weighting 0.7%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$405,000
+46.2%
4,770
+36.0%
0.06%
+28.9%
Q3 2020$277,000
-12.9%
3,508
-13.6%
0.04%
-23.7%
Q2 2020$318,000
+6.4%
4,058
-5.1%
0.06%
-11.9%
Q1 2020$299,000
-24.5%
4,277
+0.3%
0.07%0.0%
Q4 2019$396,000
+48.9%
4,265
+49.5%
0.07%
+28.8%
Q3 2019$266,000
-2.2%
2,853
-8.4%
0.05%
-5.5%
Q2 2019$272,000
-2.5%
3,116
-3.2%
0.06%
-6.8%
Q1 2019$279,000
+16.7%
3,219
+0.2%
0.06%
-1.7%
Q4 2018$239,000
-7.7%
3,2110.0%0.06%
+7.1%
Q3 2018$259,000
+10.2%
3,211
+11.6%
0.06%
+1.8%
Q2 2018$235,000
+9.8%
2,876
+1.6%
0.06%
+3.8%
Q1 2018$214,000
-7.0%
2,830
+1.9%
0.05%
-5.4%
Q4 2017$230,000
-18.1%
2,778
-17.6%
0.06%
-25.3%
Q3 2017$281,000
+1.1%
3,373
+1.2%
0.08%
-2.6%
Q2 2017$278,0003,3330.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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